Curious why annuities get such a bad name? Join this session to understand what annuities are, how they function and if they have a place in your portfolio.
Presented by:
Dennis LeFevre, CFP®
Financial Consultant
Ben Gooding, CFP®, AWMA®
Financial Planner
Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.
Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
ACCREDITED WEALTH MANAGEMENT ADVISORSM and AWMA® are trademarks or registered service marks of the College for Financial Planing in the United States and/or other countries.
