Frequently asked questions of someone considering retirement:
- Why would I even consider an annuity? "Someone told me to stay away from annuities."
- Will I run out of money in retirement? "This is my #1 fear."
- How do I generate a sustainable income when I retire? "Where do I put my money when I retire?"
- How do annuities impact my tax situation? "Could an annuity help me save on taxes?"
||May 16, 2018 06:00 pm
||May 16, 2018 08:00 pm
||Broaden Participants Understanding of Annuities
|IRS Program Number
||1 year tax preparation experience
|Field of Study
||Financial Products-Annuities, Mutual Funds, Stocks, Bonds, etc.
NJAPA has always been dedicated to increasing and maintaining a high standard of proficiency and integrity among its members; cultivating a spirit of professional cooperation among its members; and establishing good will and understanding between the public and the membership.
|| 1423 Tilton Road, Unit 1
Pete's desire to make a difference in people's financial lives brought him to MassMutual Greater Philadelphia more than 19 years ago. As a Financial Advisor, he works with individuals, families and small businesses, helping them create wealth and security. Pete's practice is centered on helping his clients organize their finances and construct a game plan to achieve financial security.
As a Certified Family Business Specialist, Pete has broad
knowledge and provides insight into the inner workings and
challenging dynamics of family-owned businesses. He
works with small family business owners with succession
planning; federal income and estate tax consequences;
planning devices and control issues faced by family-owned
businesses; the use of buy-sell agreements; and benefit plan
and retirement plan strategies for succession planning.
Pete keeps abreast of the challenges facing families by
being active in his community and his affiliations with
professional organizations. He is founder of Spirited Business
Works, an organization for professionals that provides a forum
to strengthen and inspire shared experiences of faith and
action. This group nurtures values and reinforces personal
integrity; they create strategic alliances to strengthen
community while fostering personal and professional
development. He is also President and founder of the
Philadelphia Business Leaders Alliance and ConnectIn SJ
Business Group. Pete is very active in his church and is also
an active member of the Camden County YMCA Advisory
Pete resides in Haddon Township, NJ with his wife, Migna,
and two sons, Dominic and Lucas.