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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

Susan Gilman is a registered representative registered to transact business with clients in Oregon, Washington, California, Pennsylvania, Texas and Florida. Susan Gilman is advisory licensed in the following states: Oregon, Washington, California, and Pennsylvania. Susan Gilman is also an insurance agent licensed in Oregon, Washington and Florida. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory ServicesSM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value

Southwest Financial Services, LLC is not a registered broker/dealer or independent investment advisory firm.