Intro to annuities


FREE Fiscally Fit seminar series continues

Join us for SBW Wealth Management's next Fiscally Fit seminar on Wednesday, March 14 at 5:30 pm when Anthony Scola and Kevin Beauregard, VPs, SBW Wealth Management and Investment Executives, Infinex, will discuss an Introduction to Annuities. The seminar will discuss what an annuity is, how it can enhance retirement income beyond traditional retirement sources such as an IRA and 401(k) and much more.

This seminar will be held at 84 Marlboro Street in Keene. To register, fill out the form on this page or call Samantha Corliss (603) 355-1674.

AND, be sure to save the date for these upcoming seminars:

Wednesday, April 11 -- Variable Annuities
Learn about the ways that variable annuities can offer features not generally found in other types of investment products and the lifetime income options they can provide.

Wednesday, May 9 -- Estate planning
Understand the importance of developing an estate plan, wealth transfer strategies as well as gift estate and generation skipping transfers (GST).