To register for this event please see registration instructions in the description.




Registration Open:

8:00 AM - 8:00 AM


8:00 AM - 10:00 AM

Meeting Type:

Chapter Events

CPE Credit:


Field(s) Of Study:

Finance (2.00)

Level of Knowledge:



Member: $20.00
Nonmember: $20.00

Discounts available:

Not Available


ICPAS–Chicago Metro Chapter

Common Annuity Planning Mistakes

Date: Wednesday, February 27, 2019
Speaker: John Sullivan, Lincoln Financial Distributors

John is currently a Regional marketing Director in Northern Illinois and assists financial advisors with strategies that help them solve financial planning problems for clients preparing for or in retirement.

Course 1: 20 Common Annuity Planning Mistakes: As we all know, annuities are one of the most powerful tools in the planner's toolbox. They can be used to solve a number of important client needs, and they also enjoy tax-favored status in the Internal Revenue Code. However, like any sophisticated planning technique, the rules can sometimes be complicated, and if the client, the financial advisor, and/or the tax advisor aren't careful, they can trip over some of the more technical rules. That's what this course is designed to prevent
Course 2: All in the Family: The presentation will discuss the unique ways in which hybrid annuitization can help clients sustain their wealth not only for their own lifetime, but also leave a lasting legacy to their children and grandchildren for years to come.
Registration & Breakfast: 8:00 AM
Program: 8:15 AM to 10:00 AM
CPE Credit: 2 Hour CPA CPE
Cost: $20.00 includes breakfast and CPE program
(Cash or checks at the door [checks preferred] payable to ICPAS)

To register: Please indicate your name and phone number & email to: