Based on input from the previous meetup, it was decided to explore the use of another financial product, Annuities.
• What we'll do
Annuities are often a misunderstood and often times maligned financial product. Most only think of an annuity as guaranteed lifetime income, but it has so many more uses when structured properly. This class will discuss the different types of annuities and their related costs, their uses, and strategies on how to use annuities for retirement and generational wealth transfers. We will also look at combining annuities with other financial products to maximize their returns (both cashflow and accumulation) for yourself and your family.
• What to bring
Pen and notebook OR laptop to take notes
Business cards to exchange with others.