Ready for Retirement

Thursday, March 29, 2018 - 5:30 pm

New England Federal Credit Union
141 Harvest Lane Williston, VT

Jonathan Whitehouse & Scott M. Hinman, ChFC®, Financial Advisors, CUSO Financial Services, L.P.
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Ready for Retirement is a workshop for members nearing retirement age and addresses many of the concerns of pre-retirees. This workshop is most valuable for members within five years of retirement. Topics include turning your retirement assets into income, when to start Social Security, how the stock market will affect retirement plans, estate planning basics and more. Please come and bring your questions for a lively and robust discussion.

 

*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.