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.

 
  Social Security

 
  Women and Money

 
  Retirement Income Planning

 
  Roth IRA Conversions

 
  Financial Planning Basics

 
  Special Needs Planning

 
  Estate Planning Basics

 
  An Introduction to Annuities

 
  Variable Annuities

 
  Retirement Basics

 
  College Planning

 
  Advanced Estate Planning

 
  Planning for Long-Term Care

 
  Investment Basics

 
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Suite 390, Waltham, MA 02453
Phone: (877) 683-3580   Fax: 1 (800) 616-5532   Email: info@pensionwealth.com

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

* Securities and investment advisory services offered through Royal Alliance Associates, Inc., Member FINRA/SIPC and a registered investment advisor. Neil McInnis also offers investment advisory services through Pension and Wealth Management Advisors (Pension Wealth Management), a registered investment advisor not affiliated with Royal Alliance Associates Inc. 



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CT, DC, FL, ME, MD, MA, MI, MS, NH, NJ, NY, OK, PA, SC and VT. 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.