Retirement Income Planning

Tuesday, October 15, 2019 - 6:00 - 7:00 pm

Delta Hotels by Marriott
1117 Williston Road, South Burlington, VT 05403

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

You have worked your whole life, and in return, received a regular paycheck. If you were lucky enough, you were able to put aside part of your paycheck to fund a retirement or personal savings account. Now as you approach retirement, it’s time to convert that savings into an income stream to cover your retirement expenses. Will you have enough?

In this session, we will review the process of developing a retirement income plan. This will include estimating your retirement expenses based on your personal plan, understanding challenges that retirees face, and a discussion on ways to allocate your nest egg to increase the likelihood of success.


*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.