Retirement Income: The Value of Income Planning

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Date/Time
Date(s) - 05/12/2020
12:00 pm - 1:30 pm

Location
Innovation Center

Categories


A CUSO Financial Services Advisor at America First will discuss Retirement Income and the role they play when setting a clear direction for your financial future. Topics covered will include:

  • Retirement Planning Steps
  • The Numbers of Retirement
  • Account Types to Assist in Retirement Planning
  • Investment Considerations in Retirement Planning

Join us on May 12th from 12:00pm – 1:30 p.m. to learn more about Retirement Income. Light Lunch will be served.

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