Retirement Income Planning Webinar

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Date(s) - 10/13/2020
7:00 pm - 8:00 pm


A CUSO Financial Services advisor will discuss retirement and the role it plays when setting a clear direction for your financial future. They’ll also discuss:

  • What retirement looks like and how long it will last
  • Planning income needs
  • Sources of income: social security, pensions, savings
  • Investment considerations in retirement planning

Join us on October 13 from 7:00 – 8:00 p.m. to learn more about when should you start receiving retirement benefits. The Microsoft Teams link to connect is as follows

    • Phone Number: 844-260-0163
    • Meeting ID: 432 164 375#

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 to credit union members.  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.