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TERI Talk, by Investment Solutions through CFS* - Moncks Corner Financial C...

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South Carolina Federal Moncks Corner Branch

456 North Hwy 52

Moncks Corner, SC 29461

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Join Investment Solutions, through CFS*, for a complimentary TERI Talk designed to help you understand all of your TERI Plan options so you can make an informed decision.

We'll discuss important topics, such as:

  • What is happening on 6/30/18 with the TERI Program

  • What TERI rollover options you should consider

  • How to best incorporate your TERI plan into your overall Financial Plan

  • The potential (if any) tax impact your decision may have**


*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.

**CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.

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Date and Time

Location

South Carolina Federal Moncks Corner Branch

456 North Hwy 52

Moncks Corner, SC 29461

View Map

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