E·Seminars

Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand.¹
¹ — Chinese proverb

Welcome to our E-Seminars center!

Click one of the general financial topics below and then watch and listen to a brief presentation filled with facts, figures, trends, and fundamentals that can help you make the appropriate choices for your situation.

Retirement
Retirement E-Seminar
Estate Planning
Estate Planning E-Seminar
Tax Strategies
Tax Strategies E-Seminar

Long Term Care
Long Term Care E-Seminar
Financial Management
Financial Management E-Seminar

Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. "Mark S. Durfee and Associates" is not affiliated with SagePoint Financial Inc. and is not registered as a broker dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of TN and FL. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

E·Seminars

Contact Info

Mark S. Durfee and Associates