Quote:
Originally Posted by nanci2539
Hummmm, there isn't a listing for an Allen Potts; there's a Jim, Joseph, Earl and Susan.
I appreciate your help - any idea where he's spoken or if your wife remembers if he was affiliated with a firm or company
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We went to one of his "talks" a couple of years go, gave him all our info and never heard from him. He did not return our call! I get the idea he's only interested in helping you do this if you have a huge retirement account for him to get his hands on!