Ruth's Chris Steak House
Jan 23, 2024 | Jan 24, 2024 | Jan 25, 2024
6:30 PM
No Cost Event
Dinner Seminar
1200 Morris TpkeShort Hills, NJ 07078
This seminar will provide attendees with a comprehensive overview of the different types of annuities available for retirement planning. We will cover fixed indexed annuities, variable annuities, fixed annuities, multi-year guaranteed annuities, and single premium immediate annuities. Attendees will learn about the pros and cons of each type, including their different fees and levels of market risk. We will also discuss the guarantees that some annuities offer to not lose value, and how to choose the right annuity for your individual needs and goals. Our goal is to help attendees make informed decisions about their retirement savings and investments.
Reserve Future Event Topic
Learn about different types of annuities and their pros/cons, including fees, market risk, and guarantees. Understand how to choose the best option for your retirement plan, income goal, and preservation of capital.
Annuity types overview
Risk and fees comparison
Guaranteed options
Market-linked options
Pros and cons analysis
In conclusion, this seminar will provided a comprehensive overview of the different types of annuities available to retirees. We will discuss the pros and cons of fixed indexed annuities, variable annuities, fixed annuities, multi year guaranteed annuities, and single premium immediate annuities. Attendees will learned about the different fees and levels of market risk associated with each type of annuity, as well as which options offer guaranteed returns and which do not.
It's important to remember that each type of annuity has its own set of advantages and disadvantages and it's essential to carefully consider your individual needs and goals before making a decision. Working with a financial advisor to make sure you are making the best decision for your retirement is essential.
The seminar will cover fixed indexed annuities, variable annuities, fixed annuities, multi year guaranteed annuities, and single premium immediate annuities.
Yes, the seminar will provide a comprehensive overview of the different types of annuities and their pros and cons, making it suitable for attendees of all levels of knowledge.
Yes, the seminar will discuss the different fees associated with each type of annuity, as well as the level of market risk associated with each option.
Yes, the seminar will provide guidance on how to assess your needs and create a plan that fits your budget and investment goals.
Yes, the seminar will discuss how annuities can be used in conjunction with other retirement savings options to create a comprehensive retirement plan.
Many couples have attended one of our events, just like the one I'm inviting you to. They had questions and concerns about their existing wealth management strategies, retirement income planning, taxes, RMDs, inflation, and outliving their money. If you share these thoughts, we're open to discussing your financial future with you.
These events are for first-time attendees only. All attendees should be nearing retirement or currently in retirement. Dinner is on us and there is absolutely no cost or obligation. nothing will be sold or offered for purchase at this event.
Schedule a meeting or register to attend one of our events to learn more about any of our financial planning services
(732) 365-3705
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