Tax, Transfers, and Turmoil: The Importance of Annuity Titling
Please join us for our February Breakfast Meeting. Corey Walker, Regional Vice President with Jackson National Life Distributors LLC will speak to us about "Tax, Transfers, and Turmoil: The Importance of Annuity Titling."
The meeting will be held at BayCoast Bank
300 Swansea Mall Drive
2nd Floor Conference Room
Swansea, MA 02777
There is no cost for this meeting, but please RSVP by February 9th.