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Upcoming Events

Three Transitions to Retirement Seminar

  IBMSECU Financial Planning & Investment Services

IBMSECU Financial Planning & Investment Services 
Retirement Readiness Bootcamp Seminar Series

"Three Transitions to Retirement" Seminar

Tuesday, March 28, 2017, from 6:00 - 7:00 p.m. ET
Boca Raton Branch

Don't understand Retirement or where to start? This seminar is for you!
It’s more than just money… it’s Financial, Lifestyle, and Emotional.

A light dinner will be served.
Space is limited, so don’t wait to register!


Please RSVP today to Financial Advisor Claire Hart at Claire.Hart@cunamutual.com or 561.982.7706.


Don't miss the other seminars in this series:

 
Social Security Seminar
Wednesday, April 19, 2017, from 6:00 - 7:00 p.m. ET
Want to learn about Social Security and the Rules of the Road? This seminar is for you!

Income for Life Seminar
Tuesday, May 16, 2017, from 6:00 - 7:00 p.m. ET
Want to learn about guaranteeing retirement income that will last a lifetime? This seminar is for you!
 


 

* Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker/dealer in all fifty states of the United States of America




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