This seminar will help you understand some of the major financial decisions you may be facing at retirement. We will address some of the most commonly asked questions including. Will I be able to keep my standard of living? What if I invest too aggressively/conservatively? How much income do I need and how will I get it and what about taxes?
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.
Investors should discuss tax-related strategies with a qualified tax advisor. 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 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.