April Retirement Seminars

Thinking about retirement can be daunting, but our retirement & investment advisor can help.  

We’re holding two seminars in April to help answer your retirement questions and concerns. Learn how to confidently address the financial, lifestyle, and emotional transitions to retirement. Learn how to guard against risks and manage those that are inevitable, and find out how ready for retirement you are.
 
If you can’t make it to one of these seminars, but would like to talk to an expert about retirement savings, planning for retirement, or investing, please call our Financial Advisor, Tom Turner, CRPC for your own personal, no obligation retirement planning consultation. He can be reached at 301-933-9100, ext. 273.
 

The Three Transitions to Retirement
April 18

ASHBURN BRANCH  /  12 to 1 pm

Room D1-2-214 of the Training Center

• 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

Everyone is welcome to attend, including non-members! Please let us know ahead of time if you plan to attend, as this seminar will be held in a secured building. Presented by Mr. Travis Stanley, Regional Investment Director, CUNA Brokerage Services. Lunch will be served.

Please email gdinoso@signalfinancialfcu.org to register.


The Three Transitions to Retirement
April 18

CHESAPEAKE BRANCH  /  4:30 to 5:30 pm

Room 2-4 of the Conference Center

• 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

Everyone is welcome to attend, including non-members! Please let us know ahead of time if you plan to attend, as this seminar will be held in a secured building. Presented by Mr. Travis Stanley, Regional Investment Director, CUNA Brokerage Services. Light refreshments will be served.

Please email pgray@signalfinancialfcu.org to register.


Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.