About this Event
Planning for retirement can be complex, but understanding your options is key to building your financial future.
Join Wealth Advisor Daniel Yee and presenter Melissa Teel from Sammons Retirement Solutions for an informative lunch workshop featuring two retirement strategies: the LiveWell Dynamic Annuity® and the Sammons LiveWell VA®.
You’ll discover:
• How both annuities allow participation in market growth potential
• Ways to customize downside protection to help safeguard your savings
• How the Dynamic Annuity's unique Anytime Allocation℠ feature offers added flexibility and control
• How the LiveWell VA® provides investment choices to support your retirement goals
• Optional riders, including the Return of Premium Death Benefit and Waiver of Surrender Charge, that can help protect your legacy
Daniel Yee has been helping clients explore retirement planning strategies since 2000, bringing clarity and thoughtful insight to the process.
Enjoy a complimentary lunch and take advantage of this valuable educational opportunity!
Prefer virtual attendance? Call our office at (951) 479-1064 or email [email protected] for details.
INDEPENDENT CONTRACTOR OF MONEY CONCEPTS INTERNATIONAL, INC.
All securities through Money Concepts Capital Corp., Member FINRA/SIPC.
Vision Solved Wealth Management Group is an independent firm not affiliated with Money Concepts Capital Corp.
Event Venue & Nearby Stays
Vision Solved Wealth Management Group, 6905 Magnolia Avenue, Riverside, United States
USD 0.00
