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WEBINAR: The Pitfalls of Annuities


 

Greetings! 

Baltimore-Washington Financial Advisors invite you to attend an interactive discussion on the relevant details of annuities. The good, the bad and are they right for you?
Webinar
Tuesday, June 27, 2023 from 11:45 AM to 1:00 PM EDT
TOPICS WILL INCLUDE:
  • The different types of annuities
  • Are annuities investment or insurance products?
  • What you should know about annuity expenses and costs
  • Annuity tax considerations; the good, the bad, and the ugly
  • Will an annuity cause you to relinquish control of your money?
  • Are all the annuity guarantees you pay for useful in the end?
  • Why do annuity salespeople use such aggressive sales tactics?
 
PRESENTER:
Managing Director, Wealth Management

& Executive Manager
We hope you can join us!
Sincerely,


Robert Carpenter

President and CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering please contact,

Cortney Caronna | Marketing Associate | BWFA | emailus@bwfa.com | 410-461-3900

BWFA is proud to offer several webinars every week on a variety
of financial topics as well as lifestyle and wellness topics.
Webinars are complimentary and are easily accessed through Zoom.
Feel free to forward this email to your friends and family who may be interested
as well, they can virtually participate from anywhere in the world!
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please email Cortney Caronna at ccaronna@bwfa.com.
 
View and signup for Upcoming Webinars at the link below.
      

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