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When

Thursday, June 12, 2025

6:00pm - 7:30pm

Annuities can be complex and often misunderstood by investors. With numerous guarantees attached to annuities and mixed reviews encountered during research, it’s challenging to distinguish fact from fiction. This class provides an unbiased overview of annuities, highlighting 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. 

In this class, we will cover the following topics:

  • Understanding the different types of annuities
  • Benefits of annuities
  • Drawbacks of annuities
  • Scenarios where annuities are a good investment
  • When annuities might not be the best choice
Finance
Adults
Photograph of female appearing person in yellow sweater sitting at desk with money in their hands and on the desk, with a pink piggy bank on the desk along with a lamp, computer and credit cards.