Consolidating Retirement Accounts

Wednesday, April 17, 2019 - 5:30 pm

New England Federal Credit Union
141 Harvest Lane, Williston, VT

Jonathan Whitehouse & Scott Hinman, ChFC®, Financial Advisors, CUSO Financial Services, L.P.
Seats Available

Many Americans have worked for multiple employers throughout their careers, and at each, accumulated various types of retirement plans, like 401ks, cash balances, or pensions. In addition, they may have Traditional or Roth IRA accounts. This situation can be confusing when planning for retirement.

  • Do you have multiple retirement accounts with different financial institutions?
  • Are you overwhelmed by the statements and frustrated by figuring out how much you have truly saved?
  • Do you need help to ensure that this money is allocated in line with your personal and financial goals?

Join us to review some of these challenges and discuss consolidation opportunities to develop a sound strategy for a comfortable retirement.


*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.