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

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.


 
 
 
To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck

**Securities, insurance, and advisory services offered through SagePoint Financial, Inc., member of  FINRA/SIPC. Additional insurance services may be offered through FUQUA FINANCIAL , who is not affiliated with SagePoint Financial. **FUQUA FINANCIAL, LLC  19901 Southwest Freeway, Ste. 218 Sugar Land, TX 77479 (281) 207-1300

FIRM-REQUIRED SOCIAL MEDIA DISCLOSURES

Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results.

Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details.

We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly.

The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. "Likes", "Favorites" and comments should not be considered a reflection of client experiences or future performance. "Likes" and "Retweets" should not be considered an endorsement or recommendation of any security, company or individual.

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This communication is strictly intended for individuals residing in the state(s) of AR, CA, CO, ME, TX, UT 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.