Events & Workshops
At JML Financial Group, we believe education is key when it comes to feeling confident and empowered to make financial decisions. Throughout the year, we host a number of educational workshops and seminars in our New Jersey community. These events cover a number of different financial topics, including succession planning, the unique needs of women investors, Medicare issues, budgeting, and more JML Financial Group.does not offer legal or tax advice.
Continuing Professional Education for Certified Public Accountants
This group-live lecture in Specialized Knowledge (a basic level course without prerequisites or
advanced preparation) will present:
The fundamentals of fixed annuities.
A review of fixed indexed annuities.
The fundamentals of life insurance.
Planning applications with life insurance.
Attendees will earn 4 CPE credits and will develop an understanding of the classifications, key
features, and will be able to identify appropriate
applications for annuities, types and principal uses of life insurance, and estate planning, business
uses, and trusts.
Contact 866.250.9157 for reservations
Wednesday, October 4, 2017
Meeting 8:00 AM - Noon
The Hotel ML & CoCo Key Water Resort
915 Route 73
Mount Laurel, NJ 08054
Please consult the appropriate professional regarding your individual circumstance. Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company. Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.