Annuity 101
Learn the fundamentals of annuities in a clear, educational setting designed to help you make informed financial decisions. This workshop explains how annuities work, the different types available, their potential benefits and limitations, common misconceptions, tax considerations, income planning strategies, and where annuities may fit within a broader retirement plan. This is an educational seminar only. No products will be sold, and no individual investment recommendations will be provided.
47 seats remaining for this session.
What you'll walk away with
Clear, practical takeaways — no jargon, no obligation.
- Understanding retirement income challenges
- What an annuity is and how it works
- Fixed, Fixed Indexed, Registered Index-Linked, and Variable Annuities
- Accumulation vs. guaranteed lifetime income
- Tax-deferred growth and distribution rules
- Common fees, riders, and optional benefits
- When an annuity may or may not be appropriate
- How annuities fit into an overall retirement strategy
- Common myths and frequently asked questions
- Open educational Q&A session
Session details
This is an educational event. It is informational only and is not a recommendation to buy, sell, or hold any insurance or investment product, and is not investment, tax, or legal advice. Securities offered through Farmers Financial Solutions, LLC · Member FINRA & SIPC.