Contact us today at (330) 372-8040 to register for these no-cost seminars at the Seven Seventeen Corporate Operations Center.
Three Transitions to Retirement – Confidently Address Transitioning to Retirement November 9, 2017 at 6:30 pm Are you ready to retire? There are three transitions you need to prepare for – in addition to financial changes, there are also lifestyle and emotional transitions that you’ll experience. We would like to help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we will gain clarity and confidence about your path to retirement.
*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. FR-1877534.1-0817-0919