Are you investing enough wealth for retirement? Are you investing aggressively enough? Are you taking advantage of all your tax-savings opportunities? If you are thinking about retiring soon, you will naturally start thinking less about saving for retirement and more about how to organize your income in retirement. You’ll learn: That investing for retirement income is different than investing in anticipation of retirement That there are certain risks to keep in mind and prepare for as you approach and enter retirement that there are some important guidelines about generating income in retirement that we can all benefit from.
At this time, in-person seminars are available only in Western Washington. RSVP for reservations and more information call 206-439-5720 or 800-233-2328 ext. 5720 .Check the background of investment professionals associated with this site on http://brokercheck.finra.org.
This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice, or for use to avoid penalties that may be imposed under U.S. federal tax laws. Contact your attorney or other tax advisor regarding your specific legal, investment or tax situation.
There are risks associated with investing in securities markets including possible loss of principal. Investors should carefully consider a fund’s investment objectives, risks, charges and expenses. Fund prospectuses contain this and other information about the funds and may be obtained by asking your financial advisor. Read prospectuses carefully before investing.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services is not registered broker/dealers and has a brokerage affiliate arrangement with LPL Financial. BECU, BECU Investment Services and LPL Financial are separate entities.
The investment proucts is sold through LPL Financial are not insured by BECU, deposits are not NCUA Insured. These products are not obligations of BECU and are not endorsed, recommend or guaranteed by BECU or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.