In this episode of Village Venues, Joanna Horton (Mforce Capital) and Dennis R Simpson belly up to the bar at the Desoto Club—with mocktails in hand—to launch a new movement: Annuities Anonymous. Many investors in the Village are “stuck” in annuities that seemed like a great idea years ago but are now lagging behind a roaring market while charging heavy fees. Joanna breaks down the “12 Steps” of financial recovery, explains why your investment strategy shouldn’t be the same as it was 20 years ago, and introduces a modern alternative: Indexed Hedged Income Funds.
“Grant me the serenity to accept the things I cannot change… and the courage to change the things I can.”
📅 JOIN US FOR LUNCH:
April 15th | 11:00 AM – 2:00 PM | Diamante Country Club
Guest Speaker: Trevor Carney from Xolo
RSVP REQUIRED: Call Lindsay at 501-922-9259