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The Annuity Trap

June 8, 2017 @ 6:30 pm - 8:00 pm

Annuities are complex, opaque and virtually always expensive. Worse, most annuities have a surrender period that can be from 5 to 12 years!!  That means you may pay a penalty to withdraw your own money!!

Who should attend this seminar?

  • If you own an annuity;
  • If you are thinking of purchasing an annuity;                
  • If anyone has tried to sell you an annuity;
  • If you want to get out of your current annuity;
  • If you want to be educated on the different annuities and the costs associated with each;
  • If you plain just want to have a good time with Jim.
  • Special Guest Speaker; Mr. Alex Rodriguez from Matson Money. Mr. Rodriguez is an expert on annuities and will be presenting “Escaping the Annuity Trap.”

Details

Date:
June 8, 2017
Time:
6:30 pm - 8:00 pm

Organizer

Abundance Financial Coaching LLC
Phone:
(563) 359-7400
Website:
https://abundancefinancial.net

Venue

Marriott – Burlington
1 Mall Road
Burlington, MA 01803 United States
+ Google Map
Phone:
(781) 229-6565
Website:
http://www.marriott.com/hotels/travel/bosbu-boston-marriott-burlington/