top of page
Client Access
262.518.7575
Home
About Us
Philosophy
Meet the Team
Why Work with a CFP?
Giving Back
About Raymond James
Our Approach
Plan It
Live It
Give It
Services
Who We Serve
Retired
Pre-Retiree
Business Owner
Affluent Families
Corportate Executives
Community
Resources
Videos
Newsletters
Where Will You Live?
2025 vs 2024 Tax Comparison
FAQ
Events
Blog
More
Use tab to navigate through the menu items.
GENTIAN NAVIGATORS
LATEST NEWSLETTER
UPCOMING EVENTS
LET'S CONNECT
Video Library
Timeless Content Shared With You On-Demand!
Gentian Financial
Play Video
Play Video
34:16
Gentian Financial
Social Security & Social Connections: Why Both Matter - Feb. 18, 2026
Play Video
Play Video
01:11:43
Gentian Financial
The Power of Artificial Intelligence Prompting - Feb. 19, 2026
Artificial intelligence is quickly becoming part of everyday life—but the real power of AI isn’t the technology itself. It’s how you ask it to work for you. Join us for a practical, approachable webinar led by Chris Doughty, designed to demystify AI and show you how clear, thoughtful prompting can turn AI into a useful, time-saving tool rather than a confusing novelty.
Play Video
Play Video
25:56
Gentian Financial
Mind & Money: Emotional Wellness in Retirement - Feb. 4, 2026
Play Video
Play Video
33:11
Gentian Financial
Markets, Mindset & Meaning - Jan. 21, 2026
Play Video
Play Video
01:01:21
Gentian Financial
Health & Wealth: Sugar Detox Challenge - Jan. 2026
Play Video
Play Video
34:22
Gentian Financial
2026 Planning For a New Year - Jan. 7, 2026
Play Video
Play Video
33:33
Gentian Financial
A Year in Review - Dec. 31, 2025
Play Video
Play Video
32:23
Gentian Financial
Outsmart Overspending, Scams & Cyber Threats - Dec. 3, 2025
Play Video
Play Video
57:24
Gentian Financial
Health & Wealth: Immunity Reset - Nov. 20, 2025
Load More
bottom of page