{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/aea00aceba16455889b74c2b9bcfd6d7\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/aea00aceba16455889b74c2b9bcfd6d7-00001.gif","duration":180.05100000000004,"title":"What's Up At The WealthPlan - Aug 2023","description":"In this video, I provide updates on our four seasons of planning framework, specifically focusing on insurance optimization and assistance to loved ones. I introduce the use of Monday.com to help organize our workflow and discuss the upcoming quarter, which will cover investment planning, account reviews, and estate planning. I also share important information about the merger with Schwab and the transition of TD accounts. Additionally, I highlight the benefits of Flourish Cash, my cash management offering, and announce my move back to New York. Watch this video to stay informed and make sure to take action on the tasks mentioned!"}