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.
- 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