Be Prepared for Retirement Financial Changes and Beyond!
Are you ready to retire? You may have been saving for retirement for a long time. Being prepared for retirement goes beyond financial preparations. There are three transitions to address – financial, lifestyle and emotional. We'd like to help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life.
Plan to attend this valuable educational seminar, “ The Three Transitions to Retirement ” and you’ll learn:
- How to confidently address the financial, lifestyle and emotional transitions to retirement
- How to guard against risks and manage those that are inevitable
- Whether you are ready for retirement – take the test and review the checklists
Securities sold, advisory services offered through CUNA Brokerage Services, Inc (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.