You are invited to a FREE educational course that will teach you what you don’t know about investments, taxes, retirement, social security, long-term care and estate planning. There is no cost or commitment for attending the event.
Location
Hickory & Oak
705 State St
Bowling Green, KY 42101
Save your spot right now!
Date and time
Wednesday, June 24th
at
6:00pm
TOPICS
CD Renewal Decisions
How today’s renewal rates may affect conservative savers.
Low Risk Money Alternatives
An educational comparison of CDs, Treasuries, fixed and fixed index annuities.
Tax Efficiency & Inflation
Why after-tax returns and purchasing power matter.
Annuity Upgrade Option
Own an annuity purchased within the last 10 years? If your contract is more than 2 years old, it may be worth reviewing.
FINANCIAL PLANNING CLASS & DINNER
No products will be sold or offered at this event.
Biggs Financial Services and Kinetic Investment Management, Inc. are two separate entities.Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Bigg Financial Services. Investment Advisory Services are offered through Kinetic Investment Management, Inc. a registered investment adviser.
