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Archived video sets from presentations and briefings etc can be viewed below.  

2009 - November

Fiduciary – what does it really mean?
We now invite you to hear Plan B Chairman and Chief Investment Officer Bryan Taylor discuss what the term fiduciary means to investors and to Plan B Wealth Management.

2009 - August

Question & Answer with Bryan and Craig
Plan B founders Bryan Taylor and Craig Lubich last spoke to you via video in March. This month, they caught up to discuss events of the past few months.

2009 - March

Weathering the storm
Plan B founders Bryan Taylor and Craig Lubich present a client update in March 2009.

2008 - December

Straight Talk
Plan B founders Bryan Taylor and Craig Lubich held a client briefing, 'Straight Talk', in December 2008. Their presentation addressed client questions on how Plan B is handling the financial market turmoil and the impact on their ability to achieve lifestyle objectives.