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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

 
  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 Investment Advisory Services are offered through Innovation Partners, LLC (IPLLC). Member of FINRA/SIPC. IPLLC is a Registered Investment Advisory Firm with the SEC under the Investment Advisor Act of 1940, and a registered Broker Dealer. 
Steven M. White is a Branch Manager, Registered Representative and Investment Advisor Representative of Innovation Partners, LLC.
Office of Supervisory Jurisdiction: 5950 Fairview Road, Suite 806, Charlotte, NC 28210
Phone: (704) 708-5461 Fax: (980) 265-1555
 


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