Annuities 101

Date: Tuesday, September 9, 2014
Time: 3:30pm - 6:30pm
Location: Horseshoe Casino Cincinnati
Speaker: John Olsen
 

CEPC logo
Presents

John L. Olsen, CLU, ChFC, AEP
Annuities 101:  
What They Are, When They Work
(or Don't Work) 
 
& How They're Taxed
Tuesday, September 9, 2014
A Special Thank You
To Our
Season Sponsor
 
Hospitality Sponsor
        Bethesda Logo 9/2013

 

 Credits Approved: 
CFP
CPA
Kentucky Insurance
Kentucky Legal
OH Insurance
OH Legal 
 
 
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Event Information
Date:
Tuesday, September 9, 2014 
Meeting Cost: 
$25.00 Members
$75.00 Guests 
$25 Young Professionals** 

Young Professional Application 

Time:  

3:30pm-4:00pm Registration

4:00pm-5:30pm Presentation

5:30pm-6:30pm Networking &                             Cocktail Hour

Location: 

Horseshoe Cincinnati
1000 Broadway
Cincinnati, OH 45202
 Directions 

**NEW THIS YEAR! Young Professionals who have been practicing for less than five years are encouraged to print and submit the one-time Pre-Registration Application which must be completed and returned prior to the registration deadline.  Upon submission, you will be authorized to attend this and future seminars for the "Member" price. 

  

 

10% Discount for groups registering 10 or more attendees. 

Call 513-554-3074 or email cincycouncil@gmail.com for registration.
  
Deadline to Register: Thursday, September 4, 2014

  

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About the Speaker 

John L. Olsen, CLU, ChFC, AEP

John L. Olsen, CLU, ChFC, AEP is an insurance agent and estate planner practicing in St. Louis County, Missouri.

 

John joined the financial services industry in 1973. He has worked for several insurance companies as an insurance agent, sales manager, Agency Director of Training, and Regional Marketing and Sales Consultant In 1987, he left management to form his own firm, Olsen Financial Group, of which he remains President. In 2010, John formed, with co-author Jack Marrion, Olsen & Marrion, LLC. This firm publishes and markets their book Index Annuities: A Suitable Approach and John's book, Taxation and Suitability of Annuities for the Professional Advisor.

Click Here to Read Full Bio

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