Santa Clara University

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Wednesday
15
May
2013

Brown Bag Series: Annuities

noon to 1:00 PM

Annuities
This workshop discusses the value of annuities as stable investments and as a source of guaranteed income. This workshop will be interactive -- participants will discuss a case study to illustrate how to analyze the pros and cons of purchasing an annuity.

Discussion topics include:

  •  Annuities good and bad-arguments for and against
  • Cost of annuities and how payouts are determined
  • Taxation of annuity payments during life
  •  Annuities as financial planning tools
  • Why annuities get so much bad press
  • Roles of annuities in estate plans
     
Location

475 El Camino Real
Manresa Learning Center

Contact
Debby Merryman
Tel 408-554-2758

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