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Rick Willoughby, AWMA®, AAMS®

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.

 
  Social Security

 
  Women and Money

 
  Your Employer-Sponsored Retirement Plan

 
  Retirement Savings Challenges for Women

 
  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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Rick Willoughby is a Registered Principal, Brice Willoughby is a Registered Representative both offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and registered investment advisor. Member FINRA and SIPC. Independent Financial Group, LLC and Symphony Financial Services, LLC are not affiliated. 15022 S 40th Pl Phoenix, AZ 85044  This material was created by Forefield to provide basic information on the subjects covered. The information provided herein has been obtained from sources believed to bereliable however we cannot guarantee or represent that it is accurate, complete orcurrent. Because situations vary, any information provided on this site is notintended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third
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or activity on the third party sites.



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, DE, FL, GA, IL, MO, NV, NJ, NY, NC, OK, OR, PA, SD, TX 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.