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Retirement Income Planning*

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Longmont Learning& Development Center

2050 Terry Street

Suite #101

Longmont, CO 80501

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Planning for retirement is incredibly important. In this seminar you will learn:

• How to plan for when your retirement will start—including the impact of early retirement, delayed retirement and working in retirement—plus how long it will last and the retirement lifestyle you want.

• Steps to estimate the amount of money you'll need in retirement to meet your goals, factoring in health-care costs, taxes and inflation.

• How to supplement fixed income sources such as Social Security and an employer pension with your retirement savings, including the products and investment strategies you should consider, a sustainable withdrawal rate and the best order to tap various accounts.

You'll also receive a free workbook containing key information, worksheets and answers to questions to help you remember important points from the seminar.


*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. For specific tax advice please consult a qualified tax professional.

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Date and Time

Location

Longmont Learning& Development Center

2050 Terry Street

Suite #101

Longmont, CO 80501

View Map

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