We understand that everyone has been bombarded with webinars the last few months. Our goal with SEM University is to provide information on our tools; however, we don't want to overwhelm you with information. Therefore, we will be pushing back the date of our next webinar (see below.) After our June 3rd webinar, we will be pausing the SEM University series until further notice. If you have any questions on SEM and our tools, don't hesitate to reach out to us.

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

"SEM's New Trader's Blog" - Watch Replay

"The Value of SEM's Behavioral Approach in Uncertain Times" - Watch Replay

 

Upcoming Webinars:

Tech Topic - TBA

"Using Redtail's CRM" - TBA

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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There is no representation made as to the future results of SEM’s programs or if they will be profitable.

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

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Privacy Policy:

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

    • Information about transactions with us, our affiliates, or others

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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.

 

Information Safeguarding
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.