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June 2016 Focus Group Meeting

June 23, 2016 @ 7:45 am - 9:00 am

JUNE 23, 2016 FOCUS GROUP MEETING

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“Understanding Annuities”
By Larry Takahashi, CFP®
Annuities, and their use, often generate strong opinions, both positive and negative. Join us for a discussion on the pros and cons of annuities, including:

• Annuity basics
• Key issues when evaluating a client’s existing annuity
• When annuities may be an appropriate solution
• A brief case study

Date/Time
Thursday, June 23, 2016
8:00 a.m. – 9:00 a.m.
(Please arrive by 7:45a.m. for coffee and pastries)

Location
PDM, LLP
(Piazza, Donnelly & Marlette)
3460 Torrance Blvd., Suite 200
Torrance, CA 90503
For SBEPC Members Only

About Larry
Larry Takahashi is an independent financial advisor and CERTIFIED FINANCIAL PLANNER™ professional. Located in Torrance, Larry’s practice focuses on retirement planning and investment management.
Larry is a member of the Financial Planning Association, the American Institute of Certified Public Accountants, the Torrance Area Chamber of Commerce and UCLA Bruin Professionals. He is a graduate and former Executive Director of Leadership Torrance.
Larry holds an MBA degree in finance from the UCLA Anderson School of Management, and a BS degree in accounting from California State University, Northridge.
RSVP online at www.sbepc.org or email: larry@larrytakahashi.com

Details

Date:
June 23, 2016
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Larry Takahashi
Phone:
424-247-7268
Email:
larry@larrytakahashi.com

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map

Details

Date:
June 23, 2016
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Larry Takahashi
Phone:
424-247-7268
Email:
larry@larrytakahashi.com

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map