Retirement Basics

When
Wednesday, January 23, 2019 - 5:30 pm
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
42
 

It’s time to think about your future. Do you have a plan for retirement?  How much money will you need to retire? Join us to explore these questions along with key strategies for reaching your retirement goals.  The discussion will include:

  • Defining what retirement means to you
  • Issues and important decisions you may face
  • How to determine how much money you will need and identify any income shortfall
  • Efficient tax investment strategies that will also provide income throughout your 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.