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Do you have questions about your 403(b)?

Are You Looking For Answers?

  • What are the benefits of a 403(b)/TSA?
  • What are my contribution limits?
  • Can I stop or change my contributions?
  • What are my distribution options?
  • What about my beneficiaries, will they have access to my account?

We May Have them.

If you answered YES to any of these questions, join us for a free no-obligation seminar on “Tax-Sheltered Annuity Plans, aka 403(b) Plans”

Join us and become eligible to win a $50 Visa Gift Card!

Three convenient locations. Three convenient dates and times.

Wednesday, June 26th 6p.m. – 7p.m.
Altura Credit Union
10725 Magnolia Ave.
Riverside, CA 92505

Thursday, June 27th 6p.m. – 7p.m.
Altura Credit Union
320 S Sanderson Ave.
Hemet, CA 92545

Thursday, July 25th 6p.m. – 7p.m.
Homewood Suites
36999 Cook St.
Palm Desert, CA 92211

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.