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e-Seminars

The seminar videos on this page are professional, multimedia mini-presentations that provide a broad overview of the most important financial planning topics. Use them as a springboard to learn more.

  Retirement Income Planning

 
  Roth IRA Conversions

 
  Financial Planning Basics

 
  Special Needs Planning

 
  Social Security

 
  Women and Money

 
  Estate Planning Basics

 
  Your Employer-Sponsored Retirement Plan

 
  Retirement Savings Challenges for Women

 
  An Introduction to Annuities

 
  Variable Annuities

 
  Retirement Basics

 
  College Planning

 
  Advanced Estate Planning

 
  Planning for Long-Term Care

 
  Investment Basics

 
©2017 Broadridge Investor Communication Solutions, Inc. All rights reserved.
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Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance services offered through Central Choice Financial, which is not affiliated with SagePoint Financial, Inc.  SagePoint Financial, Inc. does not provide tax or legal advice.

IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

This communication is strictly intended for individuals residing in the states of CA, FL, IL, MI, MN, ND, NM, NV, OH, OR, TX, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.


This communication is strictly intended for individuals residing in the state(s) of CA, MI, MN, NV, ND, OH, OR, TX and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.