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Annuities: The Good, The Bad & The Ugly

  • Lewes Public Library 111 Adams Avenue Lewes, DE, 19958 United States (map)

Join us on Wednesday, October 17th at the Lewes Public Library as we discuss annuities. When are annuities right and how do you determine if it is the best solution to your retirement planning needs. We'll discuss:

1. Integrating annuities in your overall retirement income strategy.

2. Pitfalls of annuities.

3. Already have annuities, should you liquidate and is there a best time to liquidate?

A current economic and market update will be provided.

Disclaimer: This event is educational in nature. No specific products will be discussed. No one investment program is suitable for all types of investors. This workshop is for educational and informational purposes only. We need to review your investment objectives, risk tolerance, and liquidity needs before we introduce suitable investment programs for you. Lokken Investment Group, LLC does not provide tax advice nor tax recommendations. No specific tax advice nor recommendations will be provided at this workshop. You should seek tax advice from a tax professional.

Later Event: November 3
55+ Home Expo