Financial Planning Seminar Registration

“Create Your Own Retirement Income”

Plan Your Retirement Income Today for Meeting Your Goals Tomorrow.

 

Presented by Gary Stringfield:
Friday, March 16, 12-2pm Memphis, TN Germantown Branch

Presented by Ken Coulthard, CFP®:
Tuesday, April 24 6-8pm Franklin, TN Bosco's
Thursday, April 26 6-8pm Knoxville, TN Copper Cellar

At this one-hour workshop you will learn:

    Why you need a retirement income plan
    4 questions to ask before you retire
    How to determine how much income you will need in retirement
    The 4 primary sources of retirement income
    4 popular withdrawal strategies and the pros and cons of each
    The 12 things a “best-case strategist” does to ensure a sustainable stream of income in retirement

Whether you plan to stop work all at once, or ease into retirement by working part time, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retired life? Where will your income come from? How can you make it last? Join us for an enlightening workshop that will get you thinking about your next phase of life and what you need to do to prepare for it.

Seating is limited, so please reserve early. Lunch will be provided. Register online using the form below, or contact us at 615-371-3737 or 800-521-9653, ext. 2317

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 (866) 512-6109. 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 CFP® certification marks are not affiliated with CUNA Brokerage Services, Inc. FR081131-F784