Description
How to maximize retirement income through Social Security benefits and Annuities.
Learning Objectives
- This course is designed to help you understand the following:
- How to maximize Social Security benefits
- Considerations for registration and ownership of annuities
- Options for funding retirement with Annuities
- Current market developments and their impact on various investment
Major Topics
- Opportunities and strategies for maximizing Social Security income;
- Annuity registration and ownership considerations;
- Annuity beneficiary considerations;
- Sources of lifetime income in retirement;
- Annuities and their guaranteed benefits;
- An update on current market developments;
- The current economic impact on various asset classes
Course Level
Intermediate
Professional Area of Focus
Personal Financial Planning
Who Should Attend
CPAs and Finance Professionals
Instructor(s)
Chris Bogren Blake Cogbill John Driscoll Derek Allen
Prerequisites
Basic knowledge of social security and annuities as they relate to retirement planning.
Event Information When
Nov 14, 2016
1:00 pm - 4:30 pm EST
Location
J. King’s (formerly Kaufmann’s)329 Gambrills Rd
Gambrills, MD 21054 US
