The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire

The years leading up to retirement are critical for getting your financial plans in order. There are many factors to consider before leaving work. Creating a strategy to maximize your income stream will set you up for a comfortable retirement.

Join our guest speaker and CUSO Financial Advisor as they discuss some important steps that you can take now to retire confidently.

Register here

Wednesday, September 27, 2023 - 12:00-1:00 pm

NEFCU Financial Group - Online 

Johann Jaramillo CFP®, National Account Manager, Franklin Templeton & Lisa Cruser, AAMS®, CFS 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.