You have probably been invited to free
lunch or dinner seminars where you hear about the benefits of annuities (especially
variable annuities) for retirement planning. Perhaps you own annuities. But do you really understand all of the
benefits – and drawbacks – of owning them? If you own an unattractive annuity, what can
you do about it? Come to Bernardsville Public
Library on Wednesday, October 10 at 7:00
pm to get the answers to these questions when Eve Kaplan, a Certified
Financial Planner at Kaplan Financial Advisors, LLC, will offer a presentation with
an objective overview of these complex investment instruments.
Ms. Kaplan is a Fee-Only (no products
sold) advisor and she is in a unique position to look at annuities in an unbiased
manner. She has 28 years of investment
experience; she formerly managed nearly $1billion of equity investments in
overseas markets. This is her ninth year running Kaplan Financial Advisors in
Berkeley Heights. This presentation is relevant to individuals
of all investment levels – from beginning to advanced. There will be time for questions at the end of
her presentation.
There
is no charge to attend the program, but advance sign-up is requested. Register online at
www.bernardsvillelibrary.org and follow the link from Adult Programs, or call
the library at 908-766-0118 to sign up.
I am going to suggest people go to this. My grandmother had an annuity, and she did not read or understand everything properly when she got it. Long story short, she ended up needing to cash out the annuity. She probably would have saved a lot of headache and money if this seminar existed then.
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