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The Truth About Annuities
On the surface, an annuity sounds like a great deal―invest a certain amount of money now, either in a lump sum or in a series of payments, and receive a steady flow of income in the future. These specialized investment products, which are sold by insurance companies, are one strategy you can use to plan for a comfortable retirement. But while they have certain advantages, annuities aren’t right for everyone. Before you decide to buy an annuity, you need to understand the pros and the cons.
Join Boeckermann, Grafstrom & Mayer Wealth Management, LLC, for a discussion of what you need to know about annuities. During this hour-long session, we’ll answer some common questions about these investment vehicles, including:
- What are the different types of annuities?
- What are the basic annuity charges, fees and possible penalties?
- How do I decide if enhanced living benefits are appropriate for me?
- What type of assets best fund an annuity?
- How do annuity benefits affect my tax planning?
A catered lunch will be provided.
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Registration
This event is free to attend, but advance registration is required.
Register early as this event is sure to sell out.
Location:
BLN Office Park
2001 Killebrew Drive
Conference Room 3
Bloomington, MN 55425
Parking:
Limited visitor parking will be available where indicated by a sign, so please park in the general area by the 2001 building entrance, which is shaded in black on the map here. Date:Wednesday, February 22, 2012 Time:12:00 p.m. to 1:00 p.m. Questions? Call 952.844.2513 We encourage you to invite friends, colleagues and family members to this educational program. |
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When & Where
BLN Office Park
2001 Killebrew Drive
Conference Room 3
Bloomington,
MN 55425
Wednesday, February 22, 2012 at 12:00 PM (CT)
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Hosted By
Boeckermann, Grafstrom & Mayer Wealth Management, LLC