Retirement and Life Planning
Join Insurance Specialist Nancy Ellis of CUSO Financial Services, L.P.* for a complimentary seminar covering:
- The role of the financial advisor and what services are offered
- Why long-term care is important
- Alternative options to traditional long-term care
- Establishing a successful retirement plan
RSVP by Thursday, April 13 to 303-728-3415 or firstname.lastname@example.org
Doors open at 6:45pm. Seating is limited. Refreshments will be served.
*Insurance products and services are offered through CUSO Financial Services, L.P. ("CFS"). Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make certain insurance products and services available to credit union members.