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Jennifer Becker

VP Business Development
Retirement Planning

James Caldwell

FAIRWINDS Credit Union Financial Advisor, CUSO Financial Services, L.P.

Planning for retirement doesn't have to be difficult. Did you know that only 3 out of 10 Americans have a financial plan, and one-third report they have no retirement savings?**

In this webinar, you'll learn:

  • How to plan for your retirement and the retirement lifestyle you want.
  • Steps to estimate the amount of money you'll need in retirement to meet your goals by factoring in health-care costs, taxes, and inflation using our Financial Advisor's customized tool, which includes a what-if scenario.**
  • How to supplement fixed income sources; such as Social Security and an employer pension with your retirement savings, including the products and investment strategies you should consider, a sustainable withdrawal rate, and the best order to tap various accounts.

Please contact with any questions.

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), 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. Fairwinds Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. **MoneyGuidePro® is a registered trademark of PIEtechsm. All images and screenshots are ©PIEtech. Reproduced with Permission. All rights reserved.

Educational Workshop - Will You Have Enough Income in Retirement?

Thursday, 10/24/2019
12:30 PM – 01:30 PM

Online Webinar

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