We want to begin by thanking you for being such a valuable client of ours at W Financial Advisors! The relationships we have cultivated with you, your friends, and your family have enabled us to help many people reach their financial goals.
As a thank you for the introductions you have given us, on Thursday, October 6th, we will be hosting an exclusive dinner at my home at 6:00 PM. Paul Cullen who is a top chef and Sommelier will cook us a fantastic Italian meal with a wine pairing included. Another thing about Paul… he was the bass player for the rock band “Bad Company” and will treat us to a jazzy concert after dinner! www.PaulCullen.rocks
This event will be outdoors with social distancing. You, your significant other, and anyone you think might benefit from our experience and knowledge are more than welcome to join! If you plan on extending this invite to friends, family, or coworkers please let us know so they can be added to the guest list.
My address is:
1111 Remington Road
Wynnewood, PA 19096
*Valet will be on site for parking
It will be a fun evening to kick off the fall!
This event is funded in whole by Athene Annuity and Life Company
Index annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees, and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an index annuity for its features, costs, risks, and how the variables are calculated. Although it is possible to have guaranteed income for life with a fixed annuity, there is no assurance that this income will keep up with inflation. There is a surrender charge imposed generally during the first 5 to 7 years or during the rate guarantee period.
Date and Time
Fri, Oct 06, 2023
6:00p - 8:30p EST
Daniel Weiss' Home
Valet will be on site for parking