Back to All Events

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: April 29
Retirement Income