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Understanding Annuities

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SESLOC Federal Credit Union

3855 Broad Street

San Luis Obispo, CA 934446

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Will your estimated retirement income meet your anticipated expenses? If not, an annuity can help you "bridge the gap." At this informative seminar we'll discuss questions about annuities, including:

  • What is an annuity?
  • How does it work?
  • Why buy an annuity?

Investment planning requires making informed decisions, but it doesn’t have to be difficult. Plan to attend and learn how an annuity could be part of your investment plan. We look forward to seeing you!

Doors open at 5:30 p.m. and light refreshments will be served.


FAQs

Do I have to bring my printed ticket to the event? Your ticket speeds the check-in process, but your name will be on our registration list and your space will still be reserved.

What if I discover I can't attend? If you find you cannot attend, please go to EventBrite and cancel your registration. Events can fill up and someone else will appreciate the opportunity to take your space.You may also email info@sesloc.org or call us at 805-543-1816 to cancel.

What time do the doors open? Our doors open at 5:30 and light refreshments are served.



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. SESLOC has contracted with CFS to make non-deposit investment products and services available to credit union members. CA Insurance License: #0A95287

CFS and its representatives do not provide tax advice. For specific tax advice, please consult a qualified tax professional.

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Date and Time

Location

SESLOC Federal Credit Union

3855 Broad Street

San Luis Obispo, CA 934446

View Map

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