Seminars & Events
We will explain ways to avoid costly financial mistakes and ways to maximize your retirement income.
We will discuss:
- The annuity language and the costs involved- caps, spreads, margins, participation rates, bonus and surrender charges.
- How to calculate the true fees and expenses on your annuity contract.
- How to evaluate your annuity, and determine if it is the right one for you.
- The annuity sales pitches and “scare tactics” to look out for.
- How to help protect your money WITHOUT buying an annuity!
With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.
Old Oyster Factory Restaurant
101 Marshland Rd
Hilton Head Island, SC 29926