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Senior Financial Series: Annuities – What You Need to Know - CANCELLED

Event Type:

Adults, Class, Consumer/Finance, Intergenerational, Seniors

Age Group:

Adult, Senior
Please note you are looking at an event that has already happened.

Event Details

Senior Financial Series: Annuities – What You Need to Know - CANCELLED

No matter what your financial situation, finding credible information to help manage your money is important. This is especially true for seniors and retirees. Join us for the Senior Financial Series where we will take a closer look at the money matters that matter most as we age into retirement and beyond.

This month, join us and presenter Greogory Beal CFP® with the non-profit Association of Financial Educators (AFE) as he provides an unbiased overview of annuities. Annuities can be complex and often misunderstood by investors. With numerous guarantees and mixed reviews, it’s challenging to distinguish fact from fiction. This presentation will highlight essential do's and don'ts to help individuals evaluate whether an annuity aligns with their financial goals or if other investment options might be more suitable.