"The Facts About Annuities:
What You and Your Clients Need to Know About Annuities"

HYBRID MEETING! 
This program will be offered as a hybrid program with both in-person and virtual participation options:

IN-PERSON LOCATION:
Lincoln Financial
150 N. Radnor-Chester Road
Radnor, PA 19087

VIRTUAL OPTION:
Zoom Meeting

Program Description:
This roundtable will discuss what is an annuity, the different types of annuities and how they are used in clients’ financial plans. The panel will also address some of the negative press surrounding annuities and why they believe that exists. Lastly, the panel will cover important tax and estate planning implications that you and your clients should be aware of when dealing with Non-Qualified annuities. We have an expert panel with 50+ years of experience working with Annuities! Whether you work with annuities or not, it is highly likely that you will come across a client that has an annuity at some point in your career. This roundtable is designed to educate professionals, so they are better equipped to have annuity conversations with clients when the need arises.

Speakers:

• Bryan Tracy, Vice President & Director of Wealth Planning at The Haverford Trust Company
• Michael DeFillipo, Partner at 1847 Private Client Group
• Patricia Taylor, Advanced Solutions Specialist at the Lincoln Financial Group

Cost:
No charge! Must be a PEPC Member to attend. 

No continuing education credits will be offered for this program.