Create a Personal Income and Pension
In Person Workshop
Course Code: PDWPS514

This class is offered free of charge, but
Advance Registration is Required
Capacity is limited – Guarantee your spot by registering today

To Register –
Register on-line now! or
Register by phone    877-892-7088    (lines open 24/7)

Educate yourself and know your options BEFORE filing for Social Security benefits …the wrong choices could cost you more than $100,000 over the course of your retirement!

CREATE A PERSONAL INCOME AND PENSION

The number one question retirees have had for the last 20 years is “Will I outlive my money?”.

Today’s retirees face different challenges than previous generations. The single most obvious missing piece to retirement today is the pension. Since the adoption of the 401(k0, the number of employer-sponsored pensions has dropped to nearly ZERO. Those plans that are still in effect are on shaky ground and mostly underfunded. This leaves retirees to rely on their savings to last them a lifetime.

Unfortunately, the word ‘annuity’ has become almost taboo for retirees – and for all the wrong reasons. Any tool applied incorrectly will get a bad reputation. True, annuities are not for every situation, but they can be the right tool for those who are concerned about outliving their retirement savings.

In this class, we will take an in-depth look at Annuities – the types, the myths and facts, the pros and cons, and the proper application.

We’ll answer the following questions and more: 

• What is an annuity?
• What are the different types of annuities and what are the features of each?
• What fees are involved and how are they calculated?
• What are the different types of payout options and what factors affect payouts?
• How can annuities provide supplemental retirement income beyond traditional retirement sources such as IRAs and 401(k)s?
• What are the pros and cons of annuities?
• Who are annuities best suited for?
• How can you create your own personal pension?

REGISTER TODAY AND GAIN CONFIDENCE THROUGH FINANCIAL EDUCATION