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The AAII Denver Chapter presents...


"Annuities for Income: It’s the Fit That Counts!"

    Discussed by:

    Mike Nekoorad, CLU
    Mutual of Omaha Investor Services

With interest rates at frustratingly low levels, and with people looking hard for income and safety, one serious choice worth exploring is the world of annuities. There are often strong tax benefits of taking income from an annuity rather than from bonds or stocks. But the various major annuity product structures make the whole area confusing to many. Financial media writers offer quite strong and often differing opinions; the key point is suitability for an individual or couple’s specific circumstances. Just as with stocks or mutual funds, no one size fits all. Our prior program regarding annuities was over four years ago; the economy, some product characteristics and people’s situations have since changed. This event will be an illuminating experience, so we urge reserving early and bringing family members.

Attend This Meeting and Learn...
Suitability for an individual or couple’s specific circumstances
More about annuities
About tax benefits of annuities

  MEETING DETAILS
Date:
Thursday, February 21, 2013
Time:
6:20 p.m.    Registration/Social
7:00 – 8:45 p.m.    Program
during presentation    Q&A
Location:
Koelbel Library
5955 South Holly St.
Southwest corner of Holly & Orchard, one mile west of I-25 on Orchard
Centennial, CO
[ Map This Location ]

Payment:
In Advance (registrations must be POSTMARKED by 2/14 to
qualify for $8 and $13 rate)
AAII Member & Member’s Family, $8/person; Nonmembers,
$13/person; Late, $15/person
At the Door
(space permitting)
Everyone, $15/person
  SUBGROUPS

Subgroups

Topic/Date/Place info for all SIG events is listed at www.AAIIDenverChapter.org

Book Discussion Group—Ken Van Pala,
MKVanPala@msn.com

Monday Breakfast Group—Horace Martin,
HVMartin@comcast.net
Second Mondays, 7 a.m.

Tuesday Breakfast Group—Nettie McGrath,
NLDM526@Q.com, 303/237-2154
First Tuesdays, 7 a.m.

Trading & Technical Analysis Group—Warren Cramer, CramerW@comcast.net

Boulder Group—Clint Heiple, ClintH.1@comcast.net, 720/562-8067 or George Limestahl, aaii_boulderco@yahoo.com, 303/772-0963

Colorado Springs Group—Mike Cather, MikeCather@MAC.com or Rod Schlater, RodSchlater@comcast.net
Fourth Tuesdays, 7 p.m.

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