Event details

Event name:Retirement income planning (McMinnville)
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Date:November 19, 2019 5:30 PM - 7:00 PM
Price:Complimentary
Available Spots:40
Location:McMinnville Community Center, 600 NE Evans St, McMinnville, OR
Contact name:Investment Services, available through CUSO Financial Services, L.P.*
Phone:541-714-4296
Description:

Retirement income planning: will you have enough income in retirement?

In this seminar on retirement income planning you'll learn:

  • How to plan for when your retirement will start, how long it will last and the retirement lifestyle you want. This includes the impact of early retirement, delayed retirement and working in retirement.
  • Steps to estimate the amount of money you'll need in retirement to meet your goals. We'll factor in health-care costs, taxes and inflation.
  • How to supplement fixed income sources such as Social Security and an employer pension with your retirement savings. We'll cover the products and investment strategies you should consider, a sustainable withdrawal rate and the best order to tap various accounts.
Presented by:
John Kerekanich
Financial Advisor
CUSO Financial Services, L.P.
At Oregon State Credit Union
 
Registration is required. To register, click on the registration link below.
 
*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: Click Here to Register

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