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Robert Hall & Associates Presents

Annuity Basics!


Wednesday, February 20th 2019
 
Check-in: 6:30 pm
Seminar: 7:00 pm - 8:30 pm 

ABOUT THIS EVENT

Be out living your life, not outliving your savings. Discover the value of an annuity as part of your overall financial plan. A representative from Nationwide Life will be presenting at our workshop over dinner.

Dinner will be held at 
Castaways 1250 E. Harvard Rd. Burbank, CA 91501-1096
 

  • Seminar Topics Include:
  • Why Choose an Annuity?
  • What is the difference between Immediate, Fixed, Fixed Indexed and Variable?
  • How does Spousal Protection Feature work?
  • And Much More!


-  Seating is limited & for experienced investors.  Reservations required.

COST

Complimentary


OUR SPEAKERS

Tony Watson,  EA,  ROBERT HALL & ASSOCIATES

 
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Tony Watson personally manages clients with over $50 million in real estate holdings and consults with over 30 property flipping companies. He has spoken for over a hundred different trade organizations throughout the state of California. Tony is a federally  licensed tax practitioner who can advise, represent, and prepare tax returns for individuals, partnerships, corporations and any other entity with tax-reporting requirements. (roberthalltaxes.com)

Michael Karapetian,  President, CIO, IRON HILLS WEALTH MANAGEMENT

 
Michael Lazari Karapetian is the Founder, President, and CIO of Lazari Capital Management, Inc. Mr. Karapetian has over 21 years of investment management experience as a value contrarian money manager, with a large emphasis on dividend and interest income. Mr. Karapetian is also the Founder and Managing Director of Calibos Sports Management, LLC. As a registered sports agent, Mr. Karapetian primarily represents NBA talent.
Prior to founding his firms in 2003, Mr. Karapetian was a money manager for Bank of America Investments. His duties included establishing model portfolios for high net individuals and corporations.
Mr. Karapetian holds a Bachelor of Arts degree in Business Management/Finance from Moravian College in Bethlehem, PA. He currently serves on the Board of Trustees for Moravian College and Crestview Preparatory School.
In his personal time, Mr. Karapetian champions philanthropic causes by serving the communities that he has lived and worked in. His efforts include both monetary donations and the volunteering of his time. In the past, he has done charitable work for the Hawk Mountain Sanctuary in Kempton Pennsylvania, the Bat Conservation International (BCI) in Austin Texas, and the Acopian Bog Turtle Preserve in Southeastern Pennsylvania.







EVENT DETAILS

Castaway 
1250 E. Harvard Rd.
Burbank, CA 91501-1096

 Reservations required.