Home

About Us

	Our Principles
	Our Services
	Clients We Serve
	Our Philosophy
	Problems We Help Solve
	Our Location
	Tell A Friend
	Cash Balance

Learning Center

	Articles
	Calculators
	Newsletters
	E-Seminars
	Glossary
	Tax Library

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
E-Seminars require a Flash plugin. If you do not see the FLASH ENABLED animation above, Click here to download the plugin.

William G. (Greg) Dorriety is a Registered Representative of and offers securities products and services through Royal Alliance Associates, Inc., Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the States of Alabama, Arizona, Florida, Kentucky, Mississippi, Ohio and Oklahoma. No offers may be made or accepted from any resident outside the specific state(s) referenced.

If Registered Investment Advisor is SEC registered:

William G. (Grege) Dorriety is also separately registered as an investment advisor representative under Investment Advisors Asset Management, LLC, a Registered Investment Advisor, registered with the Securities and Exchange Commission. Optimum Asset Management is affiliated with Investment Advisors Asset Management, and both entities are not affiliated with Royal Alliance Associates. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Alabama, Florida, Kansas, Massachusetts, Nebraska, New Hampshire, New Jersey, New York, Pennsylvania.
IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.