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800.991.2221
269.345.7804

 

PO Box 525
Oshtemo, MI 49077-0525

 

Routing # 272481839

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Rising Health Care Costs: Is your retirement income keeping up?

12:30 PM - 1:30 PM

Wednesday, April 25, 2018

125 South Kalamazoo Mall, Suite #104, Kalamazoo

 

Health care costs are rising faster than many people are prepared for. Our seminar will help you gain a better understanding of the impact of those costs and strategies to help manage some of these rising costs in your overall retirement strategies.

Join us for this complimentary seminar. We’ll provide strategies to help you mitigate these costs:
• Demonstrate how health care in retirement works
• Show the potential costs of health care
• Develop a strategy to help cover potential out of pocket expenses

Hosted by Consumers Credit Union and Bill Bouma, CFS* Financial Advisor. Presented by Scott Russomanno, Regional Vice President of Allianz.



Scott Russomanno is not affiliated with CUSO Financial Services, LP and/or Consumers Credit Union

*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.


To reserve a seat, please complete the following form.

 

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*Last Name:

 

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Email: (for event reminder)

 

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By registering for this seminar, I grant to Consumers Credit Union, its successors and assigns, the right to photograph me and the right to use such photographs with or without my name or with a fictitious name, in any manner without limitation as to change, duration, frequency or territory in connection with the advertising and public relations of Consumers Credit Union, its affiliates, their successors and assigns, in any media, and the right to copyright same. I waive all right of inspection and approval, and release Consumers Credit Union and its affiliates, their successors and assigns, from any and all liability arising out of the exercise of the rights hereby granted.

 

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