The Truth About Annuities

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Brecksville Financial Education Center - Compass South Professional Center
8180 Brecksville Rd Room 207 - Brecksville, OH 44141

The Truth About Annuites Workshop

About this Event

Congratulations on taking the first step towards greater financial confidence in your future! We believe you’ll find the educational workshop informative and valuable as you navigate the many options available to you today in the vast financial market – and as you create your own personalized road map towards a happy and fruitful retirement.

Our educational workshop will help guide you through:

  • Exploring whether or not an annuity is right for you
  • Evaluating your retirement goals
  • Figuring out what you want and need out of an annuity
  • How to move forward once you’ve found an annuity that’s right for you
  • What to do if you don’t know where to start with annuities

Having enough retirement income is a top concern for many Americans nearing retirement. A successful retirement plan provides the ability to maintain your lifestyle for the duration of your life. During this seminar, we examine how Americans have historically saved for retirement, and how saving for retirement has changed today. Additionally, we will evaluate the potentially-present threats to retirement income and provide solutions to help protect your retirement portfolio.

We’re committed to bringing educational materials to the community in a way that is clear, honest, and easy to understand. Our philosophy is that when people are given all the facts, they’re empowered to make the best decisions about what they want in their ideal retirement. We hope you’ll walk away feeling like you’re in the driver’s seat headed towards the best years of your life

Workshop Objectives

  • Variable Annuities
  • Fixed Annuities
  • Fixed Index Annuities
  • Market Risks: Inflation & Longevity

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