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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

 
  Estate Planning Basics

 
  An Introduction to Annuities

 
  Variable Annuities

 
  Retirement Basics

 
  College Planning

 
  Planning for Long-Term Care

 
  Investment Basics

 
©2017 Broadridge Investor Communication Solutions, Inc. All rights reserved.
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 Doncaster Insurance & Financial Services, Inc.  1020 N. Center Parkway #C  Kennewick, WA 99336  www.tomdoncaster.com Securities and advisory services offered through Independent Financial Group, LLC a registered broker/dealer an Investment Advisor and member of FINRA and SIPC.  This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability has been reviewed and determined.  Doncaster Insurance & Financial Services, Inc and Independent Financial Group, LLC are unafiliated entities.   OSJ Branch:  12671 High Bluff Dr. Suite 200  San Diego, CA 92130
 
Office Hours of Operation for Doncaster Insurance & Financial Services, Inc:   Monday - Thursday  9 am to 4 pm (Noon - 1 pm Lunch)

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, ID, MO, OK, OR and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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