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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

 
  Your Employer-Sponsored Retirement Plan

 
  Retirement Savings Challenges for Women

 
  Business Continuation Planning

 
  An Introduction to Annuities

 
  Variable Annuities

 
  Retirement Basics

 
  College Planning

 
  Advanced Estate Planning

 
  Planning for Long-Term Care

 
  Investment Basics

 
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Securities offered through International Assets Advisory, LLC – member FINRA/SIPC and Investment Advisory Services offered through International Assets Investment Management, LLC a SEC Registered Investment Advisor.  James E Bashaw & CO may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. This site and the content herein are subject to certain Legal Notices.  Please see "Legal and Privacy"

The material provided in any research report distributed via this website, email, Instant Messaging or other electronic communication, is offered as a courtesy only and has been obtained from third party providers. International Assets Advisory, LLC ("IAA") has been advised by such providers that they believe such information to be reliable, but neither such providers nor IAA make any guarantee and hereby expressly disclaim any responsibilities for accuracy or completeness.  

The recipient of this information is particularly advised to review the disclaimer stated by the research provider in any such report.  International Assets Advisory, LLC, a registered U.S. broker-dealer, did not participate in the preparation of this research report and as such cannot and does not guarantee the adequacy, accuracy, or completeness of any such information, or the suitability or the profitably of any particular investment.  This publication does not consider the specific investment objectives of a specific person or entity.

*Calculator provided is a 3rd party tool and has not been tested or validated by International Assets Advisory, LLC.

 


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