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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 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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