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Retirement Income Planning

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SESLOC Federal Credit Union

3855 Broad Street

San Luis Obispo, CA

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Retirement Income Planning

As you approach or enter retirement, your mindset must shift from accumulation to distribution. The consequences of a bad decision can be severe, so you'll want to carefully consider your decision from every angle.

In this workshop we’ll discuss three basic questions retirees must answer:

  • What kind of retirement lifestyle do I want?
  • How much income will I need?
  • How can I position my assets to provide that income?

Your financial situation is unique, which means you need a retirement strategy that meets your needs. The bottom line: you want to maximize the ability of your retirement savings to provide the annual income you need throughout your retirement years.

Presentor: Ian Driskill, CFS* Financial Advisor at SESLOC Wealth Management.

Plan to attend and start planning ahead.
We look forward to seeing you!


FAQs

Do I have to bring my printed ticket to the event? Your ticket speeds the check-in process, but your name will be on our registration list and your space will still be reserved.

What if I discover I can't attend? If you find you cannot attend, please go to EventBrite and cancel your registration. Events can fill up and someone else will appreciate the opportunity to take your space.You may also email info@sesloc.org or call us at 805-543-1816 to cancel.

What time do the doors open? Our doors open at 5:30 and light refreshments are served.



*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. SESLOC has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS and its representatives do not provide tax advice. For specific tax advice, please consult a qualified tax professional.

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Date and Time

Location

SESLOC Federal Credit Union

3855 Broad Street

San Luis Obispo, CA

View Map

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