Actions and Detail Panel
TERI Plan Workshop, by Investment Solutions through CFS - Sam Rittenberg Fi...
Thu, April 20, 2017, 6:00 PM – 7:00 PM EDT
Join Investment Solutions, through CFS*, for a complimentary workshop designed to help you understand all of your TERI Plan options and to help you develop some up-front planning.
In this "Your Employer-Sponsored Retirement Plan" workshop, you'll learn how to plan to:
- Protect and maximize your valuable retirement savings
- Turn your TERI plan into lifetime income
- Develop tax efficient TERI plan distribution strategies
Reserve your spot today!
*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. CUSO Financial Services, L.P. and its representatives do not provide tax advice. For such advice, please contact a tax professional. Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.