Financial Abuse

Preventing the “Free Meal” Fiasco

Preventing the “Free Meal” Fiasco

My clients have received, and perhaps yours have too: the “special invitation” to a free meal, at which a money expert will explain one or more “wealth preservation solutions” for retirement (usually, it’s an annuity). While these so-called educational seminars have been around for years, they seem to be growing more widespread as the number of retiring seniors increases.