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Annuities

***This date is currently closed for enrollment***

This half-day program will review the basic annuity terms, the types and uses of annuities, Medicaid policy on annuities, and transfer implications.

As a result of the training, participants will be able to:

  • Determine the value of Annuity

  • Distinguish between the treatment of an Annuity with transactions before and after DRA legislation

Earlier Event: December 22
SSI – Related Budgeting (Income)
Later Event: December 25
Christmas Day: No Training Scheduled