Don’t Be Sold on Annuities & Mutual Funds

by | Oct 6, 2021 | Wealth Management

BFSG’s Senior Financial Planner, Paul Horn, CFP®, CPWA®, was invited to be a guest speaker for the “It’s Your Money!” workshop series. For this session, Paul focused on two of the most heavily sold products by financial brokers/dealers: #annuities and #mutualfunds. Learn the basics and what to look for by clicking the link https://youtu.be/yl7yxCQZ-Ho.

Is an annuity right for you? Find out by clicking here.

The “It’s Your Money!” workshop series is hosted by Peter Kote for his not-for-profit Financial & Estate Literacy. These workshops educate seniors to take control of their #financial, #estate, and #charitablegiving decisions. You can check out the entire fall series here.

Disclosure: BFSG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BFSG’s web site or blog or incorporated herein and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please see important disclosure information here.

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