Come enjoy a light lunch and learn the benefits of an annuity for income and preserving wealth for the next generation. Learn about the taxation of an annuity for the owner and the beneficiaries, as well as, how to create a legacy for the next generation. Be sure to bring any financial questions you have. The workshop will take place on Tues., Nov. 3 at 12:30 p.m. and is sponsored by Mark Sumner, Investment Advisor Representative, Sumner Wealth Management, Inc. There will be no selling or asking for personal information. This program is for educational purposes only. To attend, RSVP with a $1 to South Iredell Senior Center by Fri., Oct. 23. No registration by phone.
Date and Time
Tuesday Nov 3, 2015
12:30 PM - 1:30 PM EST
November 3, 2015, 12:30-1:30
Location
South Iredell Senior Center
Fees/Admission
$1
Contact Information
704-662-3337
