Had to take the call as a courtesy for my colleague but absolutely gave the no thanks on a presentation to the group.Looks like you got exactly what you didn't want....
I don't want this guy coming to speak under the guise of giving sound financial advice and ends up pitching his annuity products.
...
Met with him on Friday. He referenced Bogle as if he follows those principles, then went on to give a slide show on annuities.Next time, pass with a polite "No thank you".
Regards,
Next time, pass with a polite "No thank you". Statistics: Posted by learning30 — Sat Aug 24, 2024 5:36 pm