Dateline recently ran an expose on high-pressure, unethical sales tactics used by many financial sales reps. Their hidden cameras showed how annuity salesmen ripped off seniors by selling them investments that locked up their money for decades, and not disclosing the enormous penalties for early withdrawals.

How can you protect yourself from being taken by commission-hungry financial salespeople? Renowned certified financial planner Robin Davis is here to help.

Davis has heard many horror stories from clients who were tricked into buying unsuitable investments that wiped out their retirement savings. She’s made it her mission to help investors avoid being defrauded by unscrupulous financial “advisors.”
A media-savvy guest who has appeared on Oprah and Friends, Marketwatch.com and dozens of radio shows, Davis shares funny and alarming investing stories and gives wise financial advice.

She’ll explain:

• 5 ways to quickly tell if a financial salesman is out to rip you off.

• Why you should beware of “free lunch” seminars.

• The 2 most important questions you must ask an advisor.

• How to confidently identify a financial advisor you can trust.

• Why seniors are the No. 1 target for dishonest financial salesmen.

CREDENTIALS: Robin Davis has 24 years of experience as a certified financial planner and retirement planning expert. The author of WHO’S SITTING ON YOUR NEST EGG? (2007), Davis has held more than 500 public seminars and is a contributing author to Affluent magazine.

AVAILABILITY: Florida, nationwide by arrangement and via telephone

CONTACT: Robin Davis, (772) 600-1076 (FL); rdavis@robindaviscfp.com; rdavis@personalwealth.net; www.robindaviscfp.com