Estate Planning 101 & Annuity Review
Affinity Wealth Solutions is excited to invite you to attend Estate Planning 101 & Annuity Review day!
We offer you the opportunity to meet with experienced advisors to review details of current annuities. Do you have questions on the fees or taxation of your annuity? Bring a recent statement to have our team help you!
Licensed attorney, Ann Hagerty J.D., will be speaking about estate planning and why it is an important step for your family.
This event is welcome to the public to attend. It will be held on Wednesday, April 3rd from 11 AM – 1 PM in the Maples Room at Silver Maples of Chelsea Retirement Neighborhood.
