Two day workshop on comprehensive financial planning and retirement presented by IWM Partners. Light snacks and refreshments will be provided. Please RSVP at (714) 962-8000.
* Variable annuities mutual funds and Exchange Traded Funds will be discussed
* Investing involves risk including the potential for loss of principal. Variable Annuities are suitable for long-term investing, such as retirement investing. Withdrawals prior to age 59 ½ may be subject to tax penalties and surrender charges may apply. Variable annuities are subject to market risk and may lose value. An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.