Annuities: What Are They? Should I Invest in One?
Variable annuities have been called “a financial product that is never bought, only sold.” Further, they are very complex documents full of confusing jargon. Using plain language and good humor, examine the different types of annuity products; decode the jargon; address tax consequences, cost structures and pricing. Are they, in fact, ever a good idea? Why are record numbers of them sold?
Main Line School Night
Wednesday, March 21, 2012 7:00-9:00 pm
Harriton High School
600 North Ithan Avenue
Rosemont, PA 19010
Are Annuities The Right Choice For Your Retirement?
In light of volatility in financial markets, many people are tempted by investments that offer “guarantees”. As a result, sales of variable annuity products have soared. But is an annuity a good choice for you? We will begin by answering the question: “What is an annuity?” We will then examine the different types of annuities and their tax consequences, how to evaluate them, why they are sold in record numbers, and whether they are the best choice for your investment portfolio. Steve Blum, an attorney and experienced teacher, promises that this class will not be boring; he will make you laugh, cry and leave a wiser investor!
Chester County School Night
Wednesday, May 2, 2012 6:00-9:00 pm
Reed Henderson High School
Room 146
400 Montgomery Avenue
West Chester, PA 19380-4493
Shop Wisely for Financial Advice (without Getting Taken)
Demystify the process of evaluating financial advisors and the financial advice they offer. How are advisors regulated and which ones have a fiduciary duty to their clients? Learn about “best practices” for financial guidance and some economic truths that underlie worthwhile financial advice. Discuss professionalism in the field to help distinguish between those who operate ethically and those who are really just salesmen.
Chester County School Night
Wednesday, March 28, 2012 6:00-9:00 pm
Reed Henderson High School
Room 146
400 Montgomery Avenue
West Chester, PA 19380-4493
Main Line School Night
Wednesday, April 11, 2012 7:00-9:00pm
Harriton High School
600 North Ithan Avenue
Rosemont, PA 19010