About this Event
Explore who can most benefit from these financial products, from retirees seeking stable income streams to younger clients planning for financial security. Understand the different types of income annuities, such as immediate and deferred, and how they can be integrated into a comprehensive financial plan.
Martha is a seasoned Financial Wellness Coach passionate about teaching complex financial concepts in everyday language. Martha's approach is centered around fostering a comfortable and non-intimidating environment, often initiating discussions over a casual cup of coffee to understand her clients' financial aspirations and concerns. Her focus on breaking down large financial goals into manageable, quick wins has empowered her clients to build their financial muscles and achieve lasting financial success.
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Event Venue
Online
USD 0.00