| Description: |
Because people are living longer, healthier lives, it’s important to plan ahead. Regardless of your age, you need to plan now so your money will continue to work for you well into
your retirement years. Learn strategies to make the most
of your savings and investments. Important considerations
include retirement plan distributions, split annuity strategies and other income producing vehicles. Lunch will be provided.
Investments offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, are not credit union guaranteed and may lose value. Investment Representatives are employees of Elevations Credit Union and are registered through CFS. Elevations Credit Union is affiliated with CFS (member FINRA/SIPC). |
