Annuity Isn't a Four-Letter Word Out of Stock
Co-sponsored by the CBA Trust & Estate Section
Quantity
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
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $59.00 USD
- Member Price $39.00 USD
- General Credits 1.00
- Ethics Credits
- EDI Credits