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UFCU seminars and events are built upon four pillars of financial health, designed to help you at every stage of your journey: spending, saving, borrowing, and planning.
In this seminar, we’ll explore your options for reaching your financial goals when you retire from the TRS.* Please join us to learn more about your choices and opportunities when considering retirement. Specifically, we’ll discuss the following topics:
This seminar supports the financial health pillar of planning.
* 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. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC. CFS does not provide tax or legal advice. For such guidance, please consult a qualified tax and/or legal advisor.