Retirement Savings: An Introduction to Annuities

From: 8/17/2013 10:00:00 AM
To: 8/17/2013 11:00:00 AM
10125 Ulmerton Road
Largo, Florida

This seminar will cover topics including:

  • What is an annuity and how can it provide you with supplemental income beyond traditional retirement sources such as IRAs and 401Ks?
  • The key features of immediate vs deferred annuities and fixed vs variable annuities.
  • The different types of payout options and factors affecting payouts.
  • How to put money into and take money out of an annuity.

Presented by Steven Nordbeck, CFP, Achieva Credit Union

Largo Branch

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is a registered broker/dealer in all fifty states of the United States of America.




Chelsey Wilson
Phone: 727.431.7362