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Your (Exciting) Employer-Sponsored Retirement Plan - Atascadero

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SESLOC Federal Credit Union

8380 El Camino Real

Atascadero, CA

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Your (Exciting) Employer-Sponsored Retirement Plan
An Important Tool in Your Financial Toolbox

If you’re in your 20s or 30s, saving toward retirement may not sound exciting. Let us change your mind.

If you’re a working adult, you may be surprised to learn the advantages that come from participating in your employer-sponsored retirement plan, such as a 401(k) or 403(b). You may be even more surprised at the advantages you get from starting now, not later.

Join us to learn about the

  • Tax Benefits
  • Investment Choices
  • Tools to Help You Decide

If you’re nearing retirement, we’ll discuss how to keep your retirement savings working for you during your retirement years. This seminar will be presented by Brian Lee, CFS* Financial Advisor at SESLOC Wealth Management.

The sooner you start, the easier it is to accumulate a nest egg that will meet your future needs. Register now. We look forward to seeing you!




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? 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.



SESLOC Wealth Management is provided through our relationship with CUSO Financial Services, L.P. (CFS)* an independent Broker-Dealer and SEC Registered Investment Advisor formed for the express purpose of serving Credit Union members’ investment and financial planning needs.

*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. 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

8380 El Camino Real

Atascadero, CA

View Map

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