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800.991.2221
269.345.7804

 

PO Box 525
Oshtemo, MI 49077-0525

 

Routing # 272481839

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Retirement: Building a Comfortable Lifestyle for Tomorrow

6:00 PM - 7:00 PM

Tuesday, May 02, 2017

125 South Kalamazoo Mall, Suite #104, Kalamazoo

 

What does retirement look like to you? 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, where 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.

This complimentary investment seminar will be presented by Bill Bouma, CFS* Financial Advisor at Consumers Credit Union. With a background in business and finance and a solid commitment to the financial well-being of each member, Bill is ready to help with retirement planning, educational planning, and investment management.

Bill Bouma

Bill Bouma

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 Invest¬ment 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 OR “The credit union”) has contracted with CFS to make non-deposit investment products and services available to credit union members.


This session is currently full.

 


 

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