HELPFUL PLANNING VIDEOS

We’re here with resources for the most talked about financial planning topics. Click a video below to check out recent The Converse Team helpful planning videos.

Smart Tax Planning Solutions for Non-Deductible Assets in IRAs

Mike Converse shares tax tips for non-deductible IRA assets, helping minimize taxes and maximize tax-deferred growth.

Gifting of Appreciated Assets

Mike Converse explains donor-advised funds, tax deductions, and the benefits of donating appreciated stock to maximize giving and tax saving

Why Do We Do Educational Videos?

Mike and Brandon Converse share The Converse Team's mission to provide financial education and empower informed decisions.

Who are We?

Charitable Giving Like a Boss

Mike Converse explains donor-advised funds, their tax benefits, and how they simplify charitable giving for maximum impact.

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WE ARE HERE FOR YOU

If you are looking for an independent, trustworthy financial advisor, look no further than The Converse Team. Call us today to speak with an advisor. We’d be happy to set up a time to talk and send you on the right path to achieving your goals.