Holding Court: Annuities on Trial
When: Thursday, February 22nd at 6:30pm
Location: 11911 San Vicente Blvd Suite 255, West Los Angeles, CA  90049
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In this workshop, we are going to answer the toughest questions that our guests can come up with – there’s no sugar-coating or sales pitch involved. We want you to be as informed as possible – so write down everything you ever wanted to know about annuities but were afraid to ask, and bring it to our workshop.

There’s a reason why people like Tony Robbins and Ben Bernanke, former Chairman of the Federal Reserve, believe in certain types of annuities – and then you hear stories of others that hate them.

If you search the web, you’ll get hundreds upon hundreds of different and conflicting facts and opinions about annuities. (Watch out for sites that give you basic simple comparisons!) Many of these "facts" could be damaging to you!

As a fiduciary financial advisor, a Certified Tax Specialist, a certified National Social Security Advisor, and of course, a Certified Annuity Specialist, I wanted to arm you with the best information. That’s why I’ve decided to hold a workshop on annuities – to help you and others like you better understand this very important retirement tool. 

I believe you deserve to get unbiased data, so I’ve designed this workshop to give you the “insider’s perspective."

Confidence Wealth
This event is meant for baby boomers — and as a professional courtesy, please no agents, brokers or licensed financial professionals.
Confidence Wealth Management LLC (CWM) is a California registered investment adviser. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the California Department of Insurance, license no. 0K83183. CWM and CWIS are two separate affiliated companies. All investment advisory services are provided by CWM and all insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services and CWM does not sell any insurance products. By contacting CWIS or attending any of our events/meetings, you may be provided with no-obligation information and recommendations regarding the purchase of our carefully selected and researched fixed index annuities or other insurance products that we believe to be of help to you.