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Strategic Evaluation of Annuities in Retirement

Webinar

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Date & Time
Jan 18, 2024 12:00 PM – 1:00 PM ET
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When appropriate, annuities may be incorporated into an overall retirement strategy for high-net-worth investors. While annuity sales continue to rise for retirees looking for alternatives to bonds and other income investments, buying an annuity can be a challenging experience, riddled with consumer misinformation. This webinar will help those considering annuities gain valuable insight of the benefits and pitfalls of purchasing annuities to supplement their retirement income.

Learning Objective: To provide practitioners and consumers with the basic knowledge of purchasing annuities for retirement.

Learning Outcomes: Participants will be able to: 

  • Explain the basic concepts of annuities
  • Different types of annuities
  • Address the taxation of annuities
  • Point out the cautionary points with respect to annuities
  • Understand what role annuities may play within a greater retirement plan
  • Understand available alternatives to annuities

1.0 CPE credit in Taxes

Securities offered through DAI Securities, LLC, Member FINRA/SIPC. Advisory Services offered through EisnerAmper Wealth Management and Corporate Benefits. EisnerAmper Wealth Management and Corporate Benefits is not affiliated with DAI Securities, LLC

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Daniel Gibson

Partner EisnerAmper Bio Page
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Marc L. Scudillo

Regional President EisnerAmper Wealth Management and Corporate Benefits LLC Bio Page

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Group Internet-based; Program level: Basic; Prerequisites: No advanced preparations or prerequisites needed.

Eisner Advisory Group LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

NASBA Sponsor Registry ID: 108139.