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(954) 500-PLAN

21 May
CPE Seminar Presentation

Organizer

Jackson National joseph.cavalieri@jackson.com

Presenter

Joseph Cavalieri

Description

The course Transfers, Taxes and Turmoil: The Importance of Annuity Titling is designed to help you understand how the registration of annuity can affect a financial strategy. Proper registration is explored under individual, entity, and retirement planning constructs. Ownership and beneficiary considerations are also discussed

Date and Time

Tue, May 21, 2019

5:30p - 6:30p EST

Location

OneSouth Florida Wealth Advisors

1000 S. Pine Island Rd.
Suite 210
Plantation, FL 33324
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