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

 
  An Introduction to Annuities

 
  Variable Annuities

 
  Retirement Basics

 
  College Planning

 
  Advanced Estate Planning

 
  Planning for Long-Term Care

 
  Investment Basics

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

Securities offered through American Portfolios Financial Services, Inc, Member FINRA / SIPC Investment advisory services offered through American Portfolios Advisors, Inc, an SEC Registered Investment Advisor.

Synergy Wealth Strategies is independent of APFS and APA

 


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