Retirement Savings

This year has altered our lives in many ways which may have you thinking more about your future. How has the current environment affected your finances? Have you considered changing your investment strategy to avoid losses? It’s time to ensure your retirement savings is on track. No matter your age, having a financial roadmap and diversifying your assets according to that roadmap is essential in reaching your destination.  This has never been more important than it is in today’s environment.

Join us to learn about key strategies to implement today, for achieving your retirement goals.  The discussion will include:

  • The factors that influence retirement income needs
  • How taxes and inflation can erode your future nest egg and ways to mitigate those risks
  • Diversification – how to position your assets across multiple asset classes and across all types of accounts

The current environment is unlike anything the majority of Americans have experienced.  Take the step to obtain some guidance on how to manage your retirement savings.

Register here.

Wednesday, October 28, 2020 - 6:00 - 7:00 pm

NEFCU Financial Group - Online 

Jonathan Whitehouse, Financial Advisor, CUSO Financial Services, L.P.*
Additional Information

*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.