Annuity Isn't a Four-Letter Word
August 2013
Annuity Isn't a Four Letter Word
Co-sponsored by the CBA Trust & Estate Section
Program Description:
Is one of the most misunderstood, and avoided, financial products, in fact, a valuable retirement planning tool? This seminar will help participants better respond to clients when they ask about annuities by providing an understanding of the (1) three basic stages of financial planning; (2) uncertainties which affect retirement income planning; (3) various types of annuities and how they work; and (4) beneficial role annuities can play in providing retirement income and why.
Agenda:
11:30 AM
Registration
12:00 PM
Topics include:
- Three Basic Financial Planning Stages
- Uncertainties Retirees Face Impacting Income
- Probability of Meeting Income Needs
- Explanation of the Various Types of Annuities
- Annuities as a Retirement Income Source
1:00 PM
Adjourn
Presented by Bradley L. Kolstoe
Program Series Chair
Elizabeth Bryant, Esq.
Elizabeth A. Bryant, PC
Denver, CO
Faculty
Bradley L. Kolstoe
Arvada, CO
Location Information
CLECI Large Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| Non Member | $59.00 |
| CBA Member | $39.00 |
| CBA Trust & Estate Law Section Member | $29.00 |
| CLEACCESSPASS | $0.00 |
- General Credits: 1.00
- Ethics Credits:
- EDI Credits:
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