Basics of Investing in Annuities

6:30 PM - 8:00 PM
Greenwich Library
Meeting Room

Event Details

This seminar will cover: 
  • What is an annuity
  • Who markets annuities
  • Why invest in annuities
  • What are the different types of annuities
  • What is the tax treatment for annuities
  • What are the benefits of owning annuities

Joe Bergen, Experienced Regional Vice President for Producers Choice with a demonstrated history of working in the financial services industry. Skilled in Budgeting, Securities, Retirement Planning, Financial Advisory, and Fixed and Indexed Annuities. Strong business development professional with a BS focused in Liberal Studies/Finance from the University of Scranton. 

The program is free to the public. Registration is highly recommended.

Event Type(s): Business
Age Group(s): Adults
Presenter: Joe Bergen
Yang Wang
(203) 622-7924

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