Newsletter 2024 V3 Article - Retiring Confidently Forum 4.0
Join your UMassFive CFS* Financial Advisors Aimee Marden, Dana Graham, and Sam Einzig for an engaging forum on the topic of retiring with confidence on Tuesday, September 17 at 6 p.m.
Moderated by Jonathan Stroup, our experienced panel will share their insights and knowledge regarding your financial circumstances following several years of financial uncertainty for many. Understanding the current economic environment and applying appropriate fundamental financial strategies may help you feel more confident about your future.
Bring your questions for our panel, and use this opportunity to review your plans to ensure that you are on track to Retire Confidently.
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*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. UMassFive College Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to Credit Union members. CUSO Financial Services, L.P. (CFS) and its Registered Representatives do not provide tax or legal advice. Clients should always check with their tax advisor before engaging in any transaction involving IRAs or tax-advantaged investments. Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.