Retirement Income Planning - COLUMBUS IN-PERSON SEMINAR
About the Event
Most of us imagine retirement as a happy time, a reward for a lifetime of hard work, full of possibilities and potential. Americans are living longer, healthier lives than ever before. For some of us, retirement will make up a full third of our lives which means our retirement assets will have to do more for us over a longer period of time. This makes planning for our retirement essential. Join us for this seminar and gain a better understanding of the goals and process that go into developing a retirement income plan. Join Mark Yandura, CFS* Financial Advisor, to learn more about developing that plan and having enough income in retirement. * Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered brokerdealer (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. Wright-Patt Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Before deciding to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to; investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.