Beware Financial Sales Pitches That Come With a Free Meal

The presenter mentioned that he sells annuities. He encouraged us to make an appointment for a free one-on-one consultation.

Like many people over 50, I regularly receive invitations to seminars held at pricey local restaurants. Typically, these invitations offer a free lunch or dinner along with a presentation on how to make the most of retirement income and assets. I've often wondered what, if anything, I could learn from these seminars and what the catch is. Hard sell? Bad advice? Lousy food?

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Jane Bennett Clark
Senior Editor, Kiplinger's Personal Finance
The late Jane Bennett Clark, who passed away in March 2017, covered all facets of retirement and wrote a bimonthly column that took a fresh, sometimes provocative look at ways to approach life after a career. She also oversaw the annual Kiplinger rankings for best values in public and private colleges and universities and spearheaded the annual "Best Cities" feature. Clark graduated from Northwestern University.