Retirement Planning

Wednesday, February 26, 2020 - 6:00 - 7:30 pm

Courtyard by Marriott Burlington Williston
177 Hurricane Ln, Williston, VT 05495

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

You’ve spent your adult life working, raising a family and balancing life’s necessities. You have contributed to your company’s 401(k) or other retirement plans. It’s time to look forward to a comfortable retirement. Do you have enough saved?  Is there a financial gap between what you’ve saved and what you need? In this presentation, we will review retirement planning options for individuals over age 50 to help you close the gap, including:

  • Creating a P.L.A.N. to catch up on retirement savings
  • 2019 contribution and catch up rules for individuals over 50
  • Ways of diversifying your account(s)

*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.