ABCs of IRAs, 401(k) & Pensions Webinar

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Date(s) - 11/16/2022
6:00 pm - 7:00 pm


Let us help you plan for a successful retirement.

There are basic questions everyone has when it comes to this life stage & you deserve some thoughtful answers.

Join us on Wednesday, November 16, when an advisor CUSO Financial Services (CFS*), an Atria Company located at America First, will offer an overview of retirement options and discuss important factors to consider.

We’ll also cover:

  • Contribution limits
  • Income planning goals
  • Accounting for inflation
  • How long retirement can last
  • Qualified vs. non-qualified accounts

There is no cost to sign up, but space is limited. Please RSVP today by registering below or calling (801) 827-4330.

ABCs of IRAs, 401(k) Plans & Pensions
November 16, 6 p.m.

Join Zoom Meeting

Meeting ID: 880 6197 4677
Passcode: 312107

 *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CUSO Financial”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk, including possible loss of principal. Investment representatives are registered through CUSO Financial. The credit union has contracted with CUSO Financial to make non-deposit investment products and services available. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth-management solutions company and is not a registered investment advisor or broker-dealer. Investment products, services, and advice are only provided through CUSO Financial, a subsidiary of Atria.


Registration is closed for this event.