FREE RETIREMENT DINNER WORKSHOP
         

(317) 563-3266

       

The Truth About Annuities...

What You Need to Know to Help Build Predictable Income Options in Retirement


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What You'll Learn at This Event...

  • How annuities can help support a successful retirement plan and aim to mitigate risk
  • The different types of annuities, including their features, benefits and limitations
  • Five common annuity misconceptions and the truth behind them

Why Attend This Event...

A comprehensive retirement strategy goes beyond saving – it's about developing an income plan designed to help meet your long-term goals. Yet when it comes to annuities, confusion is common. With so many types, features, pros and cons, it’s easy to feel unsure about how, or even if, they fit into your financial future.

Join us for a complimentary educational dinner workshop where we’ll uncover the truth about annuities in simple, straightforward terms.


Frequently Asked Questions

Who is this event for?
Retirees or soon to be retirees (approximate age 55 to 70).

What if I'm interested, but can't attend?
Please reach out to me either by the phone number or email address listed.

Dates and Times

Tuesday, 9/15/2026 @ 5:30 PM

Location

Florence Wealth Event Room
1600 East Main Street
Danville, IN 46122
View Map and Directions

Meet the Host

DJ Florence
Owner, Investment Advisor Representative
Learn More

Florence Wealth LLC
Ph: (317) 563-3266
Em: dj@florencewealth.com

The Truth About Annuities: What You Need to Know to Help Build Predictable Income Options in Retirement at Florence Wealth Event Room - 1600 East Main Street, Danville, IN 46122

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Seating is limited. In order to ensure your spot for the FREE RETIREMENT DINNER WORKSHOP, click the button or give us a call today.

Disclosure

This material is educational in nature and should not be deemed as a solicitation of any specific product or service. All investments involve risk and a potential loss of principal. Quartz Partners Investment Management does not offer tax and legal advice. Please consult with a tax advisor or attorney for advice regarding the impact on your portfolio. Registration does not imply a certain level of skill or training. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance. Copyright © 2026 Florence Wealth The presentation is provided for general information and educational purposes based upon publicly available information from sources believed to be reliable. The real life case scenarios presented should not be deemed a representation of past or guarantee future results. To the extent that this information concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstance. No products will be sold at the event and there is no obligation to make a follow-up appointment.

By registering for this event, you may be contacted by a licensed financial professional or insurance agent. All annuity guarantees, including guaranteed lifetime income and principal protection, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Annuity distributions may be subject to ordinary income tax and, if taken prior to age 59½, a 10% federal penalty. This communication is for educational and informational purposes only and is not intended as individualized tax, legal, or investment advice. Attendees and recipients should consult with their personal tax or legal professionals regarding their specific circumstances. 5851767-0826m *An annuity is intended to be a long-term, tax-deferred retirement vehicle. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

This event is neither sponsored nor endorsed by the Florence Wealth Event Room

Lic. 450082

Contact Us

Florence Wealth LLC
1600 E Main St
Danville, IN 46122

Ph: (317) 563-3266
Em: dj@florencewealth.com
https://florencewealth.com/