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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, March 27, 2018

12705 Riley Street, Holland, MI 49424, Holland

 

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?

This complimentary investment seminar will be presented by Mike Smeenge, a 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, Mike is ready to help with retirement planning, educational planning, and investment management.

Mike Smeenge

Mike Smeenge

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.
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.


This session is currently full.

 


 

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