A SEM Wealth Management hosted webinar series:

SEM University

"Using SEM's Risk Questionnaire" - Watch Replay

"Using SEMWealth.com" - Watch Replay

"SEM's Cornerstone Models" - Watch Replay

 

Upcoming Webinars:

Tech Topic - April 22, 2020 at 12:00 ET

"Upcoming Changes at E*Trade" - May 2020

"Understanding SEM's Behavioral Approach" - June 2020

SEM Wealth Management is starting a new monthly webinar series: SEM University. The goal of these webinars is to provide more information about SEM's tools. If you can't make the webinar, still sign up to receive a copy of the replay.

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For additional information on the author and SEM, please see our DISCLOSURE DOCUMENT (ADV Part 2). 

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Our client's privacy is important to us.  Under federal law all clients have a right to know what information is being collected about them and how that information will be used.  SEM’s goal is to protect their privacy.  To conduct regular business, we may collect nonpublic personal information from sources such as:

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    • Information reported by clients or their advisors on applications or other forms provided to us by them

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However, SEM does not share or disclose any nonpublic personal information about its current or former customers, except as permitted by law.  All information will remain confidential.

 

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SEM will internally safeguard all nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to client information to service your account.  In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state guidelines to guard any nonpublic personal information.

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This policy is provided in accordance with Title V of the Gramm-Leach-Bliley Act and Regulation S-P.