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retirement income EDUCATIONAL SERIES 

ANNUITIES 101:

Understanding How Annuities Work And Where They May (or May Not) Fit In Your Investment Strategy

Event Information:

Date:   April 20, 2020

Time: 11:30 - 1:00 PM          or              5:30 - 7:00 PM

Location: Sun Prairie Community Library


Mike Pruitt, CFP, RICP

Doug Gross, CPA, CGMA

ARE YOU LOOKING FOR MORE INFORMATION ABOUT THE ANNUITY YOU OWN?  OR MAYBE YOU ARE CONSIDERING THE PURCHASE OF AN ANNUITY WITH THE INCREASED VOLATILITY?  

The team at MBE Wealth and MBE CPA wants to educate our clients on this important topic.  As market volatility increases, so does the pressure to purchase annuities.  Do not miss the opportunity to learn from our financial professionals to better understand the world of annuities.

Topics Include:

  • What Annuities Are
  • How Annuities Work
  • The Fees Involved
  • Tax Considerations
  • Where They Fit (And Where They Don't)
  • Q & A Session

Refreshments and light snacks will be provided