Monday, September 24, 2012

Annuities – The Pros and Cons

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 and follow the link from Adult Programs, or call the library at 908-766-0118 to sign up. 

1 comment:

  1. 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.