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Introducing MASTERPLAN 101 ... YOUR basics guide to the investment world!

Understanding Annuities – Is an Annuity the right choice for you?

Saturday, February 4, 2017 - 9:00 AM

Register to Attend

There is no charge to attend this seminar but space is limited. Please submit the form to reserve your space or call 888-405-0990.

 
 
 
 
When: Saturday, February 4, 2017 - 9:00 AM
Where: Panera Bread - Waterworks Mall
Address: Panera Bread, Waterworks Mall
942 Freeport Rd,
Pittsburgh, PA 15238

What can I expect at this workshop?

We will discuss the different types of Annuities, how they work and their advantages and disadvantages. 

We will also discuss the Hefren-Tillotson Planning process and how the annuities may or may not fit with your individual plan.

Topics

  • A Fixed vs Variable Annuity
  • What does a “6% return for income purposes” actually mean?
  • What are the pros and cons of investing with an annuity?
  • What are the tax consequences of annuity income?
  • How annuities can be used to generate income.
  • A introductory look to Hefren-Tillotson’s financial planning process.

 

Who Should attend

  • Investors who are considering purchasing an annuity.
  • Retirees  looking for ways to secure income for their future.
  • Individuals who have heard advertisements for annuities and would like to learn more.
  • Those looking to learn about Hefren-Tillotson’s financial planning process.
  • Individuals who have invested in annuities and would like to review their investments.

 

If you would like to resereve your seat or get more information

  • Please contact Benjamin Burkley, 412.633.1719 or Benjamin.Burkley@hefren.com

Experience.

You Can Trust.

Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.

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Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.