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Retirement Income Planning

Retirement Income Planning*

Wed Oct 21, 2020
Retirement Income Planning*

Time Wed Oct 21 2020 at 12:00 pm to 01:30 pm

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Online

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Retirement Income Planning* | Online Event | AllEvents.in Retirement Income Planning*
Learn all about timing your retirement, ways to estimate the funds you’ll need, details on supplementing fixed income sources, and more.

About this Event

Ready to build a solid retirement income plan? This in-depth seminar can help with tips on timing the start and length of your retirement, plus ways to estimate the funds you’ll need, factoring in healthcare costs, taxes and inflation. You’ll walk away understanding how to supplement fixed income sources like Social Security and an employer pension with your retirement savings. That includes knowledge of products and investment strategies, a sustainable withdrawal rate and the best order to tap various accounts.

We will host this seminar digitally. You’ll be able to participate from any device, and we’ll send an invitation with a link and instructions before the seminar starts. All you need to do is RSVP.

* 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 guaranteed or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Elevations Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.

|retirement




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Tickets

Tickets for Retirement Income Planning* can be booked here.

Ticket Information Ticket Price
General Admission Free
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About The Host: Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range.
Website Link: www.elevationscu.com
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Event Information

Date & Time

Wed Oct 21, 2020
Add to Calendar

Date & Time

Wed Oct 21 2020 at 12:00 pm to 01:30 pm
Add to Calendar

Location

Online

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