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Women & Investing, by Investment Solutions through CFS - Sam Rittenberg Fin...
Thu, October 19, 2017, 6:00 PM – 7:00 PM EDT
When it comes to saving for retirement and planning for retirement income, women face a number of unique challenges. It's important to recognize these challenges and plan accordingly.
Join Investment Solutions, through CFS*, for this Women & Investing seminar, and you'll learn:
- The importance of planning for retirement
- The need to account for inflation, taxes, and the potential future cost of health care
- The basics of Social Security retirement income
- What you can do now, and steps you can take as you get closer to 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. 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.