Ready, Set, Retire

Jess will share timely retirement planning information and be available for open office hours or to hold personal conversations. Come have a coffee and discuss how to design your retirement income strategy to help maximize income and minimize taxes. These sessions can cover the basics of social security, investment management, and how taxes may impact your plan.

Information session from 9-9:30 with office hours immediately following.

The Compass Wealth Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Western Vista Credit Union is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc.