Retirement Planning and the Coronavirus Pandemic
Join UKFCU and Roy Wagner, CFP® with CFS*, as we host a virtual seminar on Tuesday, May 12 at 6 PM. During this seminar, we will discuss considerations for Retirement Planning due to the Coronavirus Pandemic.
Topic discussions will include:
- What to do if you've lost your job and managing your retirement plan
- Roth Conversions
- What to do if your 401K/403B employer match has decreased
- Diversification of your investment accounts
- What to do if you are already retired
*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/NUCSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involved investments 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.