Advisors have a lot of questions about annuities. With today’s expanding marketplace of commission-free options for fiduciary advisors, accurate annuity information is more important than ever. Join this session with leading academics to ask your questions about annuity products and strategies.

Attendees who complete all 5 sessions will receive a very special, soft “Annui-tee” to congratulate them for completion.

Explaining the past is much easier than predicting the future. This uncertainty raises a significant number of issues when creating a financial plan for a client. Monte Carlo simulations will illuminate the nature of that uncertainty, but only if advisors understand how it should be applied - and its limitations.