William C. Banfield, CFP®, CRPC®, president – investment officer of Moran Wealth Management – an investment management practice serving sophisticated investors with personalized and customizable strategies – will host “What Every Annuity Owner Should Know” seminars on March 10 and 26 this month. During the seminars, Banfield will address options available to current annuity owners, possible ways to increase the potential of an annuity and how to evaluate your rights and responsibilities related to an annuity. Seating is limited for these complimentary seminars. For reservations, please call 239.513.2511.
Variable annuities are long-term investments suitable for retirement funding and are subject to market ?uctuations and investment risk.
Details about each seminar are provided below:
March 10, 2020 – 2:00 p.m. to 4:00 p.m. at Moran Wealth Management, located at 5801 Pelican Bay Boulevard, Suite 110 in Naples
March 26, 2020 – 10:00 a.m. to noon at Moran Wealth Management, located at 5801 Pelican Bay Boulevard, Suite 110 in Naples
This event is educational in nature and no company-specific products will be discussed. Past performance is no guarantee of future results.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.