Complimentary financial seminars

Event details

Event name:Retirement Income Planning
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Date:August 27, 2024 12:00 PM - 12:45 PM
Price:Complimentary
Location:Virtual Webinar - Zoom
Contact name:Investment Services
Phone:541-714-4296
Description:

Building a Comfortable Lifestyle for Tomorrow

We will discuss factors that will impact your retirement strategy including:

  • What do you want to do in retirement?
  • How long will your retirement last?
  • Can you retire early or should you delay retirement?

Factors that influence your retirement income needs:

  • Retirement age
  • Length of retirement
  • Health-care needs
  • Inflation
  • Lifestyle

Presented by:

Tristan Peterman, MBA, CFP®, ChFC®

Financial Advisor

CUSO Financial Service, L.P.

At Oregon State Credit Union

541-714-4368

 

Registration is required—register for this webinar by clicking the registration link below.

A Zoom webinar link will be sent to the email address you provide prior to the webinar. Please be sure to check your spam/junk/promotions folder for the webinar link.

*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.

 

Register: Registration is closed.

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