Hosted by Allegacy Investment Group / CFS*
It’s a Numbers Game.
It’s about the “Cash Flow” not the “Cash Pile”. As you begin to transition from the saving phase of retirement planning to the income phase, there are some critical issues to consider. We invite you to join us for a valuable educational workshop where you will uncover strategies to help achieve and maintain security in retirement.
*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. Allegacy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.