We all face financial challenges in our lives. Buying that first new car or a family home can be daunting. Saving for retirement can be so overwhelming that many people put it off. Experts will tell you that those who plan for their non-working years and save for retirement will have less stress during their ‘golden years.’
At this workshop, you will learn more about:
- Creating a P.L.A.N. for retirement
- Workplace retirement plans and individual retirement accounts
- Maximizing contributions
- Investment options
- Tax-deferred investing
- Diversification in your investment portfolio
- Working with a financial professional
- The importance of regular financial reviews
- How a retirement planning checklist can be a roadmap for success
Plus, we are serving a complimentary continental breakfast.
Our helpful team is ready to answer your questions and help you set up a better budget. Seating is limited, please RSVP today.
Helping Members stay financially fit isn’t just good for us, it’s good for the whole community. It’s one of the reasons Altura fits right in.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer Member FINRA /SIPC, and 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.Register