Check the background of this financial professional on FINRA's BrokerCheck.
Paul A. McClain, MBA, RIA, CHP

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 Basics

 
  Advanced Estate Planning

 
  Planning for Long-Term Care

 
  Investment Basics

 
  Retirement Income Planning

 
  Roth IRA Conversions

 
  Financial Planning Basics

 
  Special Needs Planning

 
  Social Security

 
  Women and Money

 
  Estate Planning Basics

 
©2017 Broadridge Investor Communication Solutions, Inc. All rights reserved.


 
 
 IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
 


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