Retirement Planning with Roy Wagner - Is your retirement plan complete?
Join Roy Wagner, CERTIFIED FINANCIAL PLANNER with CFS* as we discuss the basics of retirement and the facts you need to know. And offer opportunities to see your own complete financial plan.
When: Tuesday, November 14
Time: 6 p.m. - 7 p.m.
Where: UKFCU Corporate Office
Address: 1730 Alysheba Way, Lexington, KY 40509
Light Refreshments provided.
*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.
Find out your credit score, talk with a Financial Service Officer, enjoy refreshments or attend one of these informational seminars:
- 9:30 a.m. – Investments with Justin Perkins
- 10:15 a.m. – Mortgages with Elkie Krueger, Amy Heiden, and Trice Glass
- 11:00 a.m. – Insurance with Joey Doom
- 11:45 a.m. – Debt Management with Steve Muterspaw
Mark your calendar for Saturday, June 24 from 9:00 a.m. - 1:00 p.m. at the Hamburg branch, 2557 Sir Barton Way. You won't want to miss this opportunity to get financially fit!
Please RSVP and let us know which information sessions you would like to attend!