Webinar: Annuities — Friend or Foe?
Annuities: Friend or Foe?
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About This Webinar
Few financial topics generate as much confusion as annuities.
Much of the skepticism surrounding this complex category of products stems from misunderstanding. Knowing how annuities work is crucial to determining whether they belong in your financial plan.
Join Cassaday & Co. Director of Advanced Strategies Carmen Bississo, CFP®, CLU®, CIMA®, AIF®, CLTC, CAS®, CFS®, for an educational session where she'll provide a clear, objective framework for understanding annuities.
Topics to be discussed include:
- Common misconceptions and the realities behind them
- The financial needs annuities are designed to address
- When an annuity may not be the right tool
- How Cassaday & Co.'s Advanced Strategies team helps clients evaluate options
If you know someone who could benefit from this topic, please feel free to share this invitation or the registration link: https://event.on24.com/wcc/r/5364323/CBB9D204CC9099D9C1AC5D742F8FD1FE
About the Presenter
Carmen Bississo, CFP®, CLU®, CIMA®, AIF®, CLTC, CAS®, CFS®, is Director of Advanced Strategies at Cassaday & Co., where she has led insurance and annuity planning for clients since 2008. She brings over 20 years of experience working with high-net-worth individuals, business owners, and retirees on complex risk planning decisions.
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