At every life stage, you have competing priorities for how to spend your money. In your early working years, you may be focused on paying down college debt or saving for a mortgage. In the middle of your career, you may be saving for a child’s college education or remodeling your home. And, as you near retirement, you may be more concerned about how to make your savings, Social Security, and other sources of income last for 20 or 30 years.
Wherever you are on your retirement path, this informative, interactive presentation will provide information on how to:
- Save for the long term.
- Identify sources of retirement income and gaps.
- Understand your Social Security options.
- Explain health care decisions you’ll need to make when you become eligible for Medicare.
Register today to find out some ways you can align your assets with your aspirations!
Topic: Life Stage Investing
Date: Monday, July 11, 2022
Time: 9:00am PT
Presenter: Roland “Ray” Stewart, CFS* Financial Advisor
Click below to register. Space is limited!
Once registered, you will receive an email with a confirmation and the links you will need to join the webinar.
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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.