Demystifying Annuities: Myths Versus Realities
Wednesday, July 22, 2026, 5:30-6 PM PT
- What is an Annuity?
- Different types of Annuities
- Annuity Purposes & Features
- Fees, Costs, and Surrender Charges
- How Do I Know if an Annuity is Right for Me?
Retirement Accounts Are Taxable: Don't Make Uncle Sam Your Beneficiary
Saturday, August 8, 2026, 9-9:30 AM PT
- The Basics
- Understanding Retirement Account Taxation
- The Uncle Sam Factor
- Strategies to Reduce Your Tax Burden
- Planning for the Future