Oregon State Credit Union - Retirement Income Planning

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Name: Oregon State Credit Union - Retirement Income Planning
Date: September 24, 2019
Time: 5:30 PM - 7:00 PM PDT
Event Description:

Retirement income planning: will you have enough income in retirement?

In this seminar on retirement income planning you'll learn:

  • How to plan for when your retirement will start, how long it will last and the retirement lifestyle you want. This includes the impact of early retirement, delayed retirement and working in retirement.
  • Steps to estimate the amount of money you'll need in retirement to meet your goals. We'll factor in health-care costs, taxes and inflation.
  • How to supplement fixed income sources such as Social Security and an employer pension with your retirement savings. We'll cover the products and investment strategies you should consider, a sustainable withdrawal rate and the best order to tap various accounts.
Presented by:
John Kerekanich
Financial Advisor
CUSO Financial Services, L.P.
At Oregon State Credit Union
To register please call us at 541-714-4296
*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
McMinnville Community Center, 600 NE Evans Street
Date/Time Information:
September 24, 2019 5:30 PM - 7:00 PM
Contact Information:
Investment Services, available through CUSO Financial Services, L.P.* John Kerekanich 541-714-4234
To register please call us at 541-714-4296
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