Accumulation Benefits – How to Remain Market Invested with Asset Protection (See calendar of upcoming workshops)
This workshop explores the options available to investors who are concerned about the risks of today’s markets and yet are seeking reasonable returns. If you find yourself in the position of considering different investment options such as CD’s and fixed or indexed annuities, you should attend this workshop to learn what other options are available to you.
An alternative approach that has been around for some time, but is not commonly understood are Accumulation Benefits – an elective rider that can be added to a variable annuity, and are available through many annuity companies.
Participants will learn how to evaluate the benefits and costs, and how to determine if an Accumulation Benefit rider is an appropriate choice. We will use simple examples, showing how these valuable financial tools might be useful in your portfolio.
Picking the right solution that will address the challenges of inflation and taxation, especially in today’s low-interest environment is a huge decision. If long term preservation of your investments is important, but you also want your money to work for you, then this is an educational opportunity you will not want to miss!
C
reating Your Personal Financial Roadmap for Retirement (See calendar of upcoming workshops)
Whether you already have a plan, or are just getting started, this workshop will help you to understand how to create a lasting and predictable retirement. This is a “hands on” workshop, during which Shane and Susan walk you through a realistic case study of a couple that is about to retire. Workshop participants learn how to address key concerns such as how to ensure your assets will outlast your lifetime, how to plan for the impacts of inflation and taxation, or other personal challenges you may face during retirement.
Come and learn about the specific guidance you will need for managing your investments and taking income during retirement. We will show you the power of having both a tailored investment strategy and a distribution strategy. Learn how, when designed properly, these two elements can allow your assets to grow more tax efficiently and last longer for your retirement.
Participants receive a workbook of all materials presented. The workshop is educational and does not present any financial products. Due to the interactive nature, we limit each workshop to a maximum of 12 participants. Early registration is encouraged.
