10/18/2019 - CapEd Case Study Hour: Elder Abuse Via Predatory Annuity Sales


Manage episode 244808098 series 1523035
By Vicki Wiley and Tree City Advisors. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

In this episode of the CapEd Case Study Hour, financial advisors Brian Wiley and Jeremiah Bates discuss the sad, scary story of a good man taken by a local shyster.

Brian Wiley, Financial Advisor www.treecityadvisors.com

Jeremiah Bates, Financial Advisor www.treecityadvisors.com https://www.facebook.com/TheRealMoneyPros



522 episodes