The ABC's of IRA's

Wednesday, May 23, 2018 - 5:30 PM

New England Federal Credit Union
141 Harvest Lane Williston, VT

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

If you currently have an IRA or are considering one and want to learn about IRA’s and common IRA mistakes, this seminar may be for you.  Attendees will benefit from the experience of our CFS* investment team at NEFCU and learn:

           The difference between Roth and Traditional IRA’s
           Common mistakes to avoid with your IRA
           What is a Rollover IRA and is it right for you

This will be a great opportunity to learn how IRA accounts fit into your personal financial planning.


*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.