Financial Health - Annnuities & Stock Options

When
December 10, 2025
10:00 AM - 11:30 AM
Location
Nina Iser Center and Zoom
Spaces left
125

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Annuities & Stock Options

Moderated by Michael Feldman, J.D, CFP®

Registration Opens on 11/13/25

Michael Feldman will moderate a review of Annuities and Stock Options at December's Financial Health Discussion

Annuities: NY Life agent Peter Lovely will apply his decades of experience to provide information on annuities and life insurance.

Stock Options: MCA member Marty Feins, who worked as a floor trader on multiple exchanges, will discuss his longstanding options strategies - methods he continues to apply at 93 years of age.

Note: Financial Health is a monthly program, held on the second Wednesday of each month during season. Chaired by MIchael Feldman, the program covers a different topic each month, with knowledgeable speakers selected by Michael.

Registration for future months opens one day after the prior month's program - e.g., registration for the January program will open on December 11. January's topic will be "Should I Stay or Should I Go?" led by Naples Senior Housing Advisor Bruce Rosenblatt.