Event Phone: 717-664-6207
- October 29, 2018
4:00 pm - 5:00 pm
Monday, October 29 at 4 p.m.
Hoffer Auditorium – Enter at main entrance of the campus.
Did you know that annuities have existed since the Roman Empire? They are still widely used today, yet many annuity owners have trouble understanding how their contracts work or ways to utilize them in their retirement plan. Annuities come in many flavors from the very basic to the very complex, which can include many optional riders and benefits. In this seminar, we will take a look ‘under the hood’ of a few types of annuities to gain a better understanding of them and how to evaluate whether an annuity contract is right for you.
Ryan Kelly, CFP®, CRPC® joined Rodgers & Associates in 2015. He has been providing financial advice and service to high net worth individuals and families for over 10 years. Prior to joining Rodgers & Associates Ryan was employed by a Registered Investment Advisor in the Philadelphia area.
As a member of the Rodgers & Associates planning team, Ryan creates and executes tax-efficient retirement plans. He advises clients on all aspects of their financial lives including portfolio management, estate planning, Medicare, Social Security and individual healthcare planning. In addition, he works to develop a tax-efficient Social Security and investment withdrawal strategy to help clients keep more of their money during their retirement years. Ryan is a member of the Financial Planning Association.
A native of Lancaster County, Ryan is from Lititz and happy to be back “home”. Outside of the office, Ryan enjoys spending time with his wife Megan, son Leland and their two dogs. He is an avid runner and enjoys participating in obstacle course races.
For more information, please contact us or call 717-664-6207.
Venue: Hoffer Auditorium
Venue Phone: 717-665-2445Address: