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If you’ve ever wondered how people create a “retirement paycheck” that keeps coming—this educational Zoom meetup is for you.
We’re breaking down annuities in plain English: what they are, how they work, and where they can (and can’t) fit in a retirement plan. The presenter will walk through realistic example scenarios to show how different annuity types may be used for income, principal protection, and long-term planning—along with the trade-offs most people don’t hear upfront.
What we’ll cover:

  • What an annuity is (and common misconceptions)
  • Key types: Fixed, Fixed Indexed, Variable (high-level overview)
  • How “lifetime income” riders generally work
  • Fees, surrender periods, caps/participation rates (what to look for)
  • When annuities can make sense—and when they don’t
  • Example walkthroughs + live Q&A

Who should attend:

  • Pre-retirees and retirees who want more income certainty
  • Anyone looking to reduce market stress in retirement
  • People who want to understand annuities before making decisions

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