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Rolling into Retirement Workshop
October 29, 2019 @ 12:00 pm - 1:00 pm
Most professionals agree that what you do with your 401(k) assets when changing jobs or retiring can be one of the most important financial decisions you will ever make. Join us for an interactive workshop on 401(k) rollovers and your retirement plan options. We can help you take control of your retirement plan by providing you the information needed to make those important decisions that fit your current situation, investment time frame and long-term goals.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (MemberFINRA/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. TBA Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.