Events

Ermlick Retirement Planning

Annuities 101

We invite you to join a complimentary educational webinar:

  • Monday 2/9 at 7pm for Annuities 101
  • Wednesday 2/11 at 7pm for Annuities 101
  • Saturday 2/14 at 10am for Annuities 101
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Overview:

We invite you to a complimentary Annuity 101 webinar created for people who want clear, unbiased information, not sales pressure.

Annuities are one of the most misunderstood tools in retirement planning. Some people dismiss them without understanding how they work. Others buy one without knowing the tradeoffs.

Both can be costly mistakes. This short educational webinar is designed to help you understand:

  • What annuities actually are (and what they are not)
  • The differences between fixed, indexed, and income annuities
  • When an annuity can make sense, and when it doesn’t
  • How annuities are used to create predictable retirement income
  • Common myths, fees, and pitfalls to watch for
  • How annuities can fit alongside, not replace, other investments

This is not a product pitch. The goal is education, so you can ask better questions and make informed decisions about your retirement income strategy.

If you’re within 5–10 years of retirement, or already retired, understanding how income tools work (before you need them) can make a significant difference in confidence and outcomes.

About Ermlick Retirement Planning

At Ermlick Retirement Planning, our goal is to empower those in or nearing retirement to take control of their financial futures. We specialize in designing and implementing personalized retirement solutions with an emphasis on guaranteed income designed to last throughout your retirement. We are committed to guiding our clients through the intricacies of retirement income planning, protection, and wealth preservation strategies.

Ermlick Retirement Planning is here to help you every step of the way towards getting to and through your retirement. Ermlick Retirement Planning is a proud partner of Cornerstone Senior Services and First Advisors National. Together with our partners, and alongside CPAs, tax professionals, and estate attorneys, we help simplify the complex task of retirement planning and provide our clients with straightforward strategies.

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Meet the Team

As a comprehensive, fiduciary advisory firm, we assure you that our team will always be open and straightforward with you, prioritizing your best interests in everything we do. Our goal is for you to attain your retirement dreams, and have the income and resources you need throughout your retirement, even if your retirement lasts 20, 30, 40 or more years. We’ll be by your side every step of the way.

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Dave Ermlick

Founder & CEO, Investment Advisory Representative (IAR)

Annie Ermlick

Financial Services Professional, Investment Advisory Representative (IAR)

Heidi Brown

Client Services Specialist