Sean Merlonghi, APMA®, Vice President and Financial Advisor of Lokken Investment Group, LLC will discuss the in’s and out’s of annuities in this upcoming educational seminar.
Based on Sean’s professional experience, he will share key questions to consider before an annuity is presented as an investment option.
LEARN the basics of annuities (e.g., costs, benefits, why buy one?) and the strengths and pitfalls!!! (i.e., the good, the bad and the ugly).
Plus a current economic and market update will be provided.
Disclaimer: This event is educational in nature. No specific products will be discussed. No one investment program is suitable for all types of investors. This workshop is for educational and informational purposes only. We need to review your investment objectives, risk tolerance, and liquidity needs before we introduce suitable investment programs for you. Lokken Investment Group, LLC does not provide tax advice nor tax recommendations. No specific tax advice nor recommendations will be provided at this workshop. You should seek tax advice from a tax professional.