@financial 2019 webinar series
annuities 101: dispelling commonly-held beliefs

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@financial 2019 webinar series
topic: ANNUITIES 101: DISPELLING COMMONLY-HELD BELIEFS

(dial-in information will be emailed to all registrants 24 hours prior to the webinar)

DATE AND TIME
friday, may 17 from 12:00 PM to 1:00 pm cst

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Through the years, we have found that folks have a limited or inaccurate understanding of what an annuity is, and if an annuity makes sense in an investment plan. For some, it can greatly increase their retirement success and for others it could hurt them. 

Simply put, an annuity is a contract between you and an insurance company in which you make a lump sum payment or series of payments and, in return, obtain regular disbursements beginning either immediately or at some point in the future (source: Investopedia).

The late John Bogel - founder of Vanguard - was a strong advocate that folks own annuities in addition to other funds for a comprehensive financial plan. 

IN THIS ONE-HOUR WORKSHOP, YOU WILL LEARN HOW TO:

  • What is an annuity and how exactly does it work? What are the myths?

  • Types of annuities outlined in clear terms - Fixed, Indexed and Variable

  • Annuity basics: how are they funded, invested, taxed, etc? 

  • Is an annuity right for you, given your specific situation?

  • What resources provide unbiased information about annuities?

  • And more!

ABOUT THE PRESENTERS

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Our events are always well-attended and seating is limited, so please reserve your space today by calling the 24 hour reservation number at 312-767-9064 or complete the request form below.

I AM INTERESTED IN ATTENDING THIS COMPLIMENTARY EDUCATIONAL WORKSHOP.

Name *
Name
Phone
Phone
Date
Sam McElroy, PsyD, NSSA

Sam McElroy, PsyD, NSSA

SAM MCELROY, PSYD, NSSA
As partner of @financial and @financial investments, Sam has always made every effort to go a step beyond your typical financial advisory firm by utilizing “client focused” discovery, planning, and implementation processes aimed at creating tailored solutions for both businesses and individuals.  In addition to traditional planning concepts, Sam has focused on the development of a practical, "natural consequences," based approach to customizing effective solutions on an individual basis.  Sam McElroy graduated from Hampton University, magna cum laude, and holds several financial licenses. In addition to co-founding @financial and @financial Investments, Sam also acts as a business consultant and holds a Doctorate in Psychology.  Sam has always placed a large value on community involvement as well as education and has been the recipient of several Humanitarian and Achievement awards. Sam has also contributed research examining social dynamics and methods for optimizing cooperation and efficiency in team, group, and work settings, and is currently exploring unique insights with respect to the psychology of personal finance.

Tad Cook, NSSA

Tad Cook, NSSA

TAD COOK, NSSA
Tad Cook is partner of @financial and @financial Investments, and is instrumental in its management and daily operations.  In addition to his focus on sales and marketing, Tad oversees the cultivation and management of the firms investment strategies and portfolio management.  Prior to joining @financial, Tad built a professional practice through the Hoopis Group at Northwestern Mutual.  Tad is a National Social Security Advisor, certified by the National Social Security Association, which oversees the certification of advisors specializing in Social Security planning.  Prior to joining @Financial, Tad spent 23 years in corporate sales and sales management with several consumer product manufacturers, and 10 years selling residential real estate in the Chicago area. Tad is a fully-licensed Financial Advisor working in Investments; Retirement Planning; Insurance; College Planning; Business Services; and Estate Planning. Tad is an Evanston native and graduate of Northwestern University.



CHICAGO LOCATIONS
River North - Lakeview - Bucktown - Lincoln Park - Gold Coast

NORTH SHORE LOCATIONS
Evanston - Winnetka - Glenview - Highland Park - Lake Forest -
Libertyville

WEST SUBURB LOCATION
Elmhurst

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@financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products for families and businesses. This website is for informational purposes only and is not intended to be a solicitation, offering, or recommendation of any security. Although this website may include investment-related information or opinions from its editors, you should not consider anything you find in this website to be a recommendation that you buy, sell, hold or otherwise invest in an individual security, or any other investment or asset. This website does not intend to provide investment, tax, or legal advice.