Tax, Transfers, and Turmoil: The Importance of Annuity Titling

Date: Thursday, February 12, 2015
Time: 8:30am - 9:30am
Location: BayCoast Bank
Speaker: Corey Walker, Regional Vice President Jackson National Life Distributors LLC

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.

 

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