Learn all about Roth IRA conversions and various other retirement planning considerations as we invite you to join CFS* Financial Advisor Roy Wagner, CFP® (CERTIFIED FINANCIAL PLANNER™) at the UKFCU Corporate Office** on Tuesday, June 25th, 2024 at 6 PM for this essential retirement planning event!

This one-hour seminar will illustrate just how critical financial planning is prior to, or just after, retirement. We'll be discussing the following topics:

  • What is a Roth IRA conversion?
  • What are the benefits of a Roth conversion?
  • How will Roth conversions affect your retirement?
  • How our professional management service can help with any retirement account you have, including Roth IRAs
  • Other retirement planning considerations and much more!

Click Here to Register

Plus, for those of you that can't make it on June 25th, we are also offering a virtual Retirement Planning Seminar via Zoom on June 27th at 12:00 PM ET! Click here to register for the virtual event!

** The UKFCU Corporate Office can be found at 1730 Alysheba Way, Lexington, KY 40509.


*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. UKFCU has contracted with CFS to make non-deposit investment products and services to credit union members.