Retire Confidently Financial Forum

When
Saturday, September 22, 2018 - 10:00 a.m. - 12:00 p.m.
Where

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

Presenter(s)
Jonathan Whitehouse & Scott M. Hinman, ChFC®, Financial Advisors, CUSO Financial Services, L.P.
Seats Available
58
 

Do you have questions about retirement? How much money do I need? When will I be ready? These are just a few of the questions to think about as you approach retirement age. But why wait? Start asking them now so that you retire confidently.

Retirement can be a wonderful time in your life when planned properly. It’s the time to reinvent yourself and to do all those things you dreamed of or didn’t have time to do while working. It’s more than just financially planning. Decisions on life style, family, medical insurance, taxes and so much more.

Join us for a panel discussion on retirement issues with expertise in the areas of money, Social Security, Medicare, taxes and estate planning. This is your opportunity to get your questions answered to be sure you are on the right track.

 

*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.