DTY Educational Videos
With knowledge comes power.
Continued education is vital to keeping up with the latest developments in our ever changing global economy. In addition to our Educational Guides, our comprehensive video library offers a variety of informative presentations designed to educate and equip you with knowledge pertaining to the financial planning world.
Presented by David T. Yu, the following educational videos are available for viewing, upon request below.
- The 3 Financial Worlds – learn about the Fixed, Market, & Linked Rate worlds
- Suitability vs Fiduciary – understanding the difference between Brokerage Corporations vs Independent Advisors
- The Universe of Investment Tools – explanation and break-down of the financial tool available to you
- The 4 C’s – learn about DTY’s comprehensive retirement planning process
- Professional Advisor vs Self Planner – how to decide which route is best for you
- Do It Yourself Checklist – helpful things to know and ask yourself regarding your financial plan
- DTY Summary Video – collective overview of videos summarizing 3 key points
- DTY Comprehensive Financial Planning Webcast – recorded webcast
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