Date/Time
Date(s) - Feb 23 2012
6:00 PM - 7:30 PM
Reservations
About the Workshop
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!
The Dinner will be hosted at Novilhos Brazilian Steakhouse, 12405 Southeast 38th Street, Bellevue WA, 98006
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