What Every Annuity Owner Should Know

Date/Time

March 26, 2020 to March 26, 2020
10:00 AM untill 12:00 PM

Description

William C. Banfield, CFP®, CRPC®, president – investment officer of Moran Wealth Management – an investment management practice based in Naples, Florida that serves sophisticated investors with personalized and customizable strategies – will host a seminar titled "What Every Annuity Owner Should Know." The annuities seminar will address options available to current annuity owners, options to maximize the potential of an annuity and how to evaluate your rights and responsibilities related to an annuity. The seminar will be held on Thursday, March 26, 2020 from 10:00 a.m. to noon at Moran Wealth Management, located at 5801 Pelican Bay Boulevard, Suite 110 in Naples. Seating is limited for this complimentary seminar; reservations can be made by calling 239.513.2511.   Moran Wealth Management is a money management practice serving sophisticated investors with personalized and customizable strategies. With 29 staff members, the Moran Wealth team is dedicated to finding the best investment strategies to fit the unique needs of its clients. The group is responsible for over $3 billion in client assets as of 12/31/19 and has served the Naples community for over 30 years. Moran Wealth Management is located at 5801 Pelican Bay Boulevard, Suite 110 in Naples. For more information, call (239) 920-4440 or visit www.moranWM.com.

Location

Moran Wealth ManagementView map
5801 Pelican Bay Boulevard, Suite 110
Naples, 34108, FL, US

Additional Information

Phone

2395132511

Cost

Free