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Upcoming Classes

Dinner Workshop: Facts About Annuities

The Good, the Bad, and the Truth

Many investors have relied on annuities to provide safety for their investment portfolios, but what most of them don’t realize is that some annuities are a lot safer than others. These products can be difficult to understand, and all too often, misrepresented by the salesperson. This meeting will teach you all the critical “must-knows” about these complicated products.

You and a guest are cordially invited to this educational dinner event. The presentation is designed for those who own an annuity or are thinking about attaining one. This event is educational, and for those wanting to learn more about annuities, this is a chance to really see how they could potentially impact your retirement plan. Come on out and enjoy a complimentary dinner after the presentation.

Advanced Discussion Topics:

  • The annuity language and the costs involved – caps, spreads, margins, participation rates, bonus and surrender charges.
  • How to calculate the actual fees and expenses on your annuity contract.
  • How to evaluate your annuity and determine what it can mean for your financial situation.
  • The 4 different kinds of annuities and how they actually work!
  • Ways to optimize your money WITHOUT buying an annuity!
  • Don’t miss this event if you are retired or planning to retire and you own IRAs, 401(k)s or other investment accounts.

This is an educational program only. There is no cost or obligation, and nothing will be sold. Expect to have fun and learn some valuable information! Due to limited space, you must qualify to attend. Our team will ask you a few quick questions to determine if this event is right for you.



Thursday, February 22nd or
Tuesday, February 27th

6:30 p.m.

Twisted Tree
10701 Watson Rd.
St. Louis, MO 63127

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