Retirement: Building a comfortable lifestyle for tomorrow
Planning for retirement often involves asking some questions that are difficult to answer. What will my retirement look like? When should I retire? How much should I have to maintain my lifestyle before retirement?
Join us for this complimentary seminar. We’ll provide strategies for getting started with successful retirement planning.
- How to calculate the cost of retirement
- Implementing strategies for retirement investing.
- How to manage your retirement portfolio in light of market volatility.
Presented by Mike Smeenge, our Consumers Credit Union CFS* Financial Advisor.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: 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 CFS. Consumers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA and investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.