Fine Tuning Your Retirement Plan
Presented by April Wood, Registered Representative
If you’re nearing retirement, it’s time to start putting all the pieces of your retirement puzzle together, so you can retire and enjoy life – knowing your financial assets are working hard for you. This workshop begins with a high-level, holistic view of your retirement picture and then drills down into helping you create retirement income streams so you can live comfortably.
During this workshop, we’ll discuss:
- Viewing your retirement investments and benefit plans
- Evaluating your risk tolerance based on your retirement timeline and your desired lifestyle
- Rebalancing your assets based on your personal situation and timeline
- Generating retirement income streams
- Simplifying the management of your plan
*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 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. CUSO Financial Services, L.P. and its representatives do not provide tax advice. For such advice, please contact a tax professional.