FEB 14 EVENT HIGHLIGHTS:

"When I’m 65"
This seminar was designed to assist in getting the clients to begin thinking about their answers to questions like: “When I’m 65—the traditional retirement age—what is it that I want to be doing? What opportunities and challenges does the new retirement pose?
 

"25 Common Annuity Planning Mistakes"
As we all know, annuities are one of the most powerful tools in the planner’s toolbox. They can be used to solve a number of important client needs, and they also enjoy tax-favored status in the Internal Revenue Code. However, like any sophisticated planning technique, the rules can sometimes be complicated, and if the client, the financial advisor, and/or the tax advisor aren’t careful, they can trip over some of the more technical rules. That’s what this course is designed to prevent.