May 21, 2019 - Women’s Group Meeting
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May 21, 2019 - Women’s Group Meeting

How to Review a Client's Existing Annuity

5/21/2019
When: Tuesday, May 21, 2019
8:30 AM
Where: O'Connor Davies
20 Commerce Drive
Suite 301
Cranford, New Jersey 
United States


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Date: Tuesday, May 21, 2019

  

Time: 
8:00 - 8:30 AM - Networking
8:30 – 9:30 AM - Presentation
9:30 AM - Q&A

Topic: How to Renew a Client's Existing Annuity

 

Credit Information:
Approved for 1.5 CFP® CE by the CFP Board of Standards. 
   
Our Featured Speaker:

Lisa Crosta, Hennion & Walsh

 

Lisa is a CPA and CFP who has her MBA from Rutgers.  She also holds her life and health insurance licenses. Lisa is a member of the FPANJ Board and serves as chair of major conferences. After working in the tax department and then the personal financial planning department at Ernst and Young, Lisa took some time off with her 3 children.  When she returned to financial planning, she joined Hennion & Walsh, a RIA/BD firm, where she heads up the financial planning department. In her 4.5 years at her current, job Lisa has reviewed over 1000 annuities and helped hundreds of clients understand what they own and what they should do with it.  



Program Description: 
Go over all aspects of annuities.  Discuss basics of Fixed, FIA and Variable products.  Go over fees, surrender schedule, tax treatment of NQ and IRAs, income and death benefit riders, penalty free withdrawals, options for heirs. 
 
Level of Complexity: Intermediate
 
Registration Fees:
FPANJ Member – Free
Non-Members – $20

 

Cancellation Policy:  ALL cancellations must be made 72 hours prior to the event. Any cancellations made within the 72 hour period of the event unfortunately can NOT be refunded.

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