Are Annuities Right for Me?
Thursday, December 21, 2023 | 6:00pm-7:00pm
Details:
Third Thursday of every month, 6:00-7:00 pm
Insurance companies spend a lot of time and money advertising annuities. Is it all hype, or can the right annuity benefit your overall retirement strategy? Every retiree is different and not all
annuities are created equal. Join in an interactive discussion about the different annuity types and terminology.
1) Discuss the basic types of annuities on the market, what the terminology means and how they work.
2) Are annuities safe? What tax benefits/consequences should I consider?
3) Who should consider each type of annuity and who should steer clear?
John Flick is a registered Financial Advisor with Mutual of Omaha Investor Services and a licensed insurance producer with Mutual of Omaha. He specializes in holistic retirement planning and strategies with an emphasis on tax favorable retirement planning.
Open to all.
Location:
The Center