Lunch-N-Learn: Annuities 101

Loading Map....

Date/Time
Date(s) - 10/08/2014
12:00 pm

Location
Towson Chamber of Commerce

Categories No Categories


Join us for the October Lunch-N-Learn featuring Pam Gilmour CPA*, CFP®, CLU®, ChFC®, CASL® from Financial Fitness

October 8th 12:00-1:00pm

Towson Chamber of Commerce building

Please RSVP at info@towsonchamber.com

ANNUITIES 101:  SHOULD YOU HAVE THESE IN YOUR RETIREMENT PLAN?

Since none of us know how long we will live, retirees are scared of running out of money and they also don’t want all of their funds in the stock market.   Very few have pensions,  and many want a guaranteed stream of income.

Annuities are one of the most misunderstood products.   Some allow you to benefit from the greater of market returns or a fixed credit rate while accumulating funds for retirement,  and others have guaranteed rates of return that pay benefits immediately or defer to the future.   Retirees need to know the costs of these products and that they are not liquid.

Come spend 45 minutes with the Financial Fitness team and learn about the different types of annuities,  the pros and cons of each,  and if they make sense in your planning.

Audience:  Those age 45 and older, and/or your parents.

Read more about Pam Gilmour & Financial Fitness  

 

Pamela Gilmour, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 954 Ridgebrook Road, Suite 300, Sparks MD 21152. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. (410)828-5400
Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Financial Fitness is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member of FINRA, SIPC.

Guardian, its subsidiaries, agents or employees do not give tax or legal advice. You should consult with your tax or legal advisor regarding your individual situation.

GEAR # 2014-12387           . Exp .   9/16

Leave a Comment





Login

Lost your password?