1423 Tilton Road, Northfield, NJ 08225                                                                                                                                                                                                                      


On May 16, 2018

18-05 SJW 05/16/18 Understanding Annuities - Advantages & Disadvantages

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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?"


Start: May 16, 2018 06:00 pm
End: May 16, 2018 08:00 pm
Course Objective Broaden Participants Understanding of Annuities
CPE Hours 2/2
IRS Program Number C0FYB-Q-00152-18-I
Level Basic
Prerequisites 1 year tax preparation experience
Field of Study Financial Products-Annuities, Mutual Funds, Stocks, Bonds, etc.

Audubon, NJ

Audubon, NJ
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Organized By: NJAPA
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.
Address: 1423 Tilton Road, Unit 1
US, 08225
Phone: 609-380-4918
Email: nj_apa@comcast.net
Website: http://njapa.info
Peter Dunn

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 Board. Pete resides in Haddon Township, NJ with his wife, Migna, and two sons, Dominic and Lucas.

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