Annuity Awareness Day

Type: 
Seminar
Date: 
06/27/2018 - 8:30am America/New_York

AN Awareness Day - June 27

Safely and sustainably drawing retirement income is critical to those in retirement and for those planning it as well. Register today to join us in our Freehold, NJ office as we host Annuity Awareness Day!

You will leave this LIVE event with valuable information on:

  • - Tools that help you select the best annuity riders for your clients
  • - Volatility and how to help your clients manage it
  • - How to use annuities in trusts and the best ways to title them
  • - Important changes to Roth IRAs in 2018

AGENDA

- Breakfast & Registration
- Annuity Numerology and Riders - Doug Price, Zenith Marketing Group
   *Bring your cell phones (with calculators)
- Volatility Is Back, What Do We Do? – Michael D'Auria, JP Morgan
- Annuities in Trusts and Roth IRAs in New Era of Tax Reform - Deborah Miner, W&S

DETAILS

Date: June 27, 2018

Time: 8:30 AM - 12:15 PM EST

Place: Zenith Marketing Group
303 West Main Street, Ste 200
Freehold, NJ 07728

RSVP by June 20, 2018

Please RSVP to Lisa Ingrassia-Neuman at
lingrassia@zenithmarketing.com or (800) 733-0054 x6144