Keys to investing for retirement & Planning your estate

Let us help you plan for your retirement and ensure that your estate is properly protected and managed.

Join our expert speakers to learn valuable insights and practical advice on how to manage your finances and plan for your future, like:

• When you should retire and how long your retirement could last
• How to use tax-advantaged savings vehicles like IRAs and 401(k)s
• Estate planning is more than a will
• Planning for your loved ones’ futures

Hosted by

Mike Smeenge
CFS* Financial Advisor at Consumers Credit Union

Charles R. Murray
Attorney at Law with Gielow Groom Terpstra & McEvoy

*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,