Mini Classes On Demand

Watch at your convenience –
FREE Financial Wellness Mini-Classes

are shorter versions of our in-person classes.

If you have questions or would like to make an appointment please call us at 1-800-345-3155 ext. 2

Financial Advisor Licensing

September 15, 2020


Types of Financial Advisors

August 31, 2020


Qualified Dividends

August 17, 2020


When to Pull Back Risk

August 17, 2020


Taxation Upon Death

August 10, 2020


Retirement’s Hierarchy of Needs and YOU

August 3, 2020


Reverse Mortgages

July 27, 2020


Funding Long Term Care with Life Insurance

July 20, 2020

Click here for our slide show: Long-Term Care Protection Strategies.


Your Social Security Benefits

July 13, 2020

 

 

 

Please email us at

ContactUs@SESweb.net

to request your FREE report –
Guide to Maximizing Your Social Security Benefits”


Required Minimum Distributions

July 6, 2020


When You NEED Safe Investments

June 23, 2020

 

 

 

Please email us at

ContactUs@SESweb.net

to request your FREE report –

“Sequence of Returns”


Safe Investing: Bonds

June 15, 2020


Safe Investing: New and Emerging

June 8, 2020


Safe Investing: Fixed Index Annuities 

June 2, 2020

Safe Investing: Fixed Annuities 

May 26, 2020

 

 

 

Please email us at

ContactUs@SESweb.net

to request your FREE report –

“Barclays QIS Insights”


COMING SOON:

  • CARES Act – What You NEED to KNOW
  • Building Your Financial Plan