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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

 
  An Introduction to Annuities

 
  Variable Annuities

 
  Retirement Basics

 
  College Planning

 
  Advanced Estate Planning

 
  Planning for Long-Term Care

 
  Investment Basics

 
©2018 Broadridge Investor Communication Solutions, Inc. All rights reserved.
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 Anthony M. Leonardi and Jeffrey R. Shearman are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Paladin Family Wealth is not an affiliate of Lincoln Financial Advisors Corp. 
CRN-1310843-092515


Unless otherwise identified, Registered Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.


We are registered to sell securities in the following states: 
CA, CT, DE, FL, GA, IL, MA, NC. NH, NJ, NY, OH, PA and RI

We are licensed to sell insurance in the following states:
CT, FL and NY.

 

"Paladin" -a determined advocate or defender of a noble cause

 


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