RSVP here by 11/15.
"The Importance of Considering Annuities for Better Retirement Outcomes"
Speaker: John Regina
John Regina is Vice President, Client Advisor with JP Morgan Asset Management.
Sponsor: Matthew Hennessey, Transamerica Capital
CE credit is pending approval by The CFP Board.
Please register no later than Friday, November 15th for this program. Sponsors are charged for all those that RSVP, so please attend if registered.
Our 2024 Platinum sponsors are MFS Investment Management (Phil Martin) and The Capital Group.
Upcoming events:
December 5th: Ethics!
December 18th: Joint meeting with EPC "Planning for the 2026 Sunset" (Speakers: Erika Hooker, Esq. & Cameron Bernard, Esq. of Bousquet Holstein, PLLC)