Ladies Day Luncheon
Please arrive by 11:45 a.m.
"What Are Annuities?"
- What exactly is an Annuity?
- What are the differences between Fixed, Variable, Indexed?
- What fees and expenses are involved?
- What risks are involved?
- How are advisors compensated for annuities?
Look forward to a very interesting discussion at this workshop!
Bring questions. Bring friends. You will learn a lot in 45 minutes, likely laugh more than once, and enjoy a wonderful lunch on us at Pittsburgh Blue!
This Fun and Informative Luncheon is for...
- Women who want to share investment knowledge;
- Widows or divorcees particularly if your husband handled the investment decisions;
- Independent women who have a desire to learn;
- Women whose husbands are handling your investing decisions;
- Women who own their own business
There will be approximately 30 minutes of information and 30 minutes of Q&A prior to lunch being served. No worries if you must leave prior to the end of Q&A we will be happy to box your lunch for you.
You'll enjoy this open conversational forum! Please bring plenty of questions (and some friends, if you would like!) and let's have a fun afternoon! Absolutely no solicitation or obligation at this event.
Jim@EnterRetirement.com ~ ph.763/657-1828
*Jim bear is an Investment Advisor Representative. Investment Advisory Services are offered through Global Financial Private Capital LLC, an SEC Registered Investment Advisor. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims - paying ability of the issuing company and are not offered by Global Financial Private Capital.
When & Where
Events of J Alan Financial
J Alan is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
*Jim Bear is an Investment Advisor Representative. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser .