Income for What's Next

Wednesday, January 28, 2015 - 5:30 - 7:00 pm

New England Federal Credit Union
141 Harvest Lane
Williston, VT

Jonathan Whitehouse, Financial Consultant, CUSO Financial Services, L.P.

Did you know that 53% of people are concerned about managing their retirement income to meet their retirement expenses? You don’t have to be one of them. Join our presentation to learn more about:

How retirement is changing
Prioritizing goals and concerns and translating them into retirement expenses
Potential retirement income sources
Developing your retirement income strategy




* 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. New England Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.