Introduction to Annuities
Each year, more baby boomers turn age 65 and face a retirement that may last 30 years or longer. But many of these new retirees will have to provide their own retirement income as fewer retirees have a traditional pension plan they can depend on as a source of income. Join host Michael Mullen, Executive Financial Advisor with CFS*, to learn:
- What an annuity is and how it can provide you with supplemental retirement income beyond traditional retirement sources such as IRAs and 401(k)s.
- They key features of immediate vs. deferred annuities and fixed vs. variable annuities.
- How to put money into and take money out of an annuity.
- The different types of payout options and factors affecting payouts.
You'll also receive a free workbook containing key information, worksheets, and questions to help you remember important seminar points.
RSVP by Friday, April 22 to 303-367-9768 or firstname.lastname@example.org
*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. Annuity products offered through CFS: are not a deposit and are not an obligation of, nor is it guaranteed by, any credit union or bank; are not insured or guaranteed by the FDIC or the NCUSIF; may be subject to investment risk, including possible loss of principal; and its past performance should not be considered an indication of future results. Investment Representatives are registered through CFS. Bellco Credit Union has contracted CFS to make non-deposit investment products and services available to credit union members.
CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.