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Retirement Planning Basics

Date: March 21, 2013
Time: 7:30 - 8:30 AM
Location: Bellco Grand Junction branch
RSVP: Email Darlene Robertson by March 14th

In this seminar you will learn:

How to put together a retirement road map. Factors that influence when you should retire and how long your retirement could last. How to "crunch the numbers" by estimating your retirement expenses and retirement income, while factoring in inflation and taxes. How to use tax-advantaged savings vehicles like IRAs and 401(k)s.

Seating is limited. The invitation is for you and up to two guests. Light refreshments will be served.

*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. 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. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union customers.