Description
Clarity Today. Confidence Tomorrow.
Learn how today's annuities and retirement planning strategies can help you navigate market volatility, rising taxes, and retirement income challenges.
What you'll gain from attending:
✅ Common misconceptions and misunderstandings surrounding annuities.
✅ Learn ways to legally reduce your lifetime tax burden—especially on Social Security & RMDs.
✅ When an annuity may make sense — and when it may not.
✅ Why taxes will likely become your largest retirement expense? — and why waiting may limit your options.
✅ Strategies retirees use to address market volatility, inflation, and income planning.
✅ Tax considerations and how annuities fit within an overall retirement strategy.
✅ How annuities may help create more predictable retirement income.
✅ The pros and cons of annuities — including fees, liquidity, caps, and surrender periods.
🌿 Includes a complimentary meal from Chick-Fil-A
(Thoughtfully prepared. Professionally presented. No cost or obligation.)
Date and Time
Wed, Sep 09, 2026
6:00p - 7:30p CST