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October 13, 2026
Location:
Tommy Bahama
15205 N Kierland Blvd # 100
Scottsdale, AZ 85254
During this educational dinner event, Jeff will address key questions facing today’s retirees and pre-retirees — including an important look at The Truth About Annuities: what they can do, what they cannot do, and when they may or may not belong in a retirement plan.
TOPICS DISCUSSED AT THIS EVENT:
- THE TRUTH ABOUT ANNUITIES: Understand the different types of annuities, their benefits, costs, and guarantees — and questions worth asking before purchasing or replacing one.
- DOES YOUR CURRENT ANNUITY STILL FIT?: Learn what to review when evaluating whether your annuity still aligns with your income needs and retirement strategy.
- CREATING RETIREMENT INCOME: Explore approaches for turning savings into an income strategy that supports your lifestyle throughout retirement.
- TAXES, RMDs & YOUR RETIREMENT SAVINGS: Learn how withdrawals, RMDs, and account types can affect your taxable income in retirement.
- MARKET RISK AFTER RETIREMENT: Understand why market losses affect you differently once you begin taking withdrawals—and why retirement may call for a different approach to risk.
- INFLATION & LONGEVITY: Consider how rising living costs, healthcare expenses, and a retirement spanning decades may affect the income you need.
- BRINGING THE PIECES TOGETHER: Learn why investments, income, taxes, Social Security, and other decisions should be part of one coordinated strategy.
- RETIREMENT HAS CHANGED. HAS YOUR PLAN?: Retirement plans need regular reviews because life, taxes, markets, and needs constantly change — what worked five years ago may not fit your situation today or tomorrow.
*First-time attendees only. If married, spouses are encouraged to attend. Please no children, agents or brokers. Best suited for people ages 50+.
REGISTER HERE
