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Newspaper
The Chronicle Telegram
Location
Elyria, Ohio, United States of America
Date
Aug 06, 2017
Page
6
An adviser promotes free lunch seminars on retirement and estate strategies in northeast Ohio. The pitch touts high rankings, claims tax pitfalls in 401ks and IRAs, and offers no obligation one on one meetings at their Lorain area offices with an independent attorney.
Affinity Advisory Network aims to teach six retirement strategies including risk elimination through principal protected plans, avoiding Social Security tax, lifelong income, asset protection via Asset Preservation Trusts, tax free veterans benefits, and benefits to cover long term care costs. The session promotes controlling assets and safeguarding family interests.
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