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As you approach retirement,* one of the biggest financial decisions you'll make is when to begin receiving social security benefits. Should you begin receiving a smaller social security benefit earlier? Or should you wait until you reach retirement age (or even later) to receive a larger benefit?
* 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.
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:
Learn about credit and how you can work to position yourself for excellent rates, regardless of your credit score.
Criminals need very little information to steal identities and garbage cans offer an abundance of information from paperwork. Bring up to two file boxes of paper per household for free, confidential shredding. Commercial high-volume shredders, courtesy of Iron Mountain, will be on-site to shred your records. UFCU Asset Protection team members will also be available to answer your questions about identity theft or other fraud issues. Mark your calendars now!*
* Weather permitting
Many people believe that estate planning is only for the wealthy. Nothing could be further from the truth. This workshop will help you and your family understand basic techniques to become better prepared for life’s unexpected events.
You’ll learn about wills, trusts, powers of attorney, gifting, and other important estate planning tools. We hope you'll join us to explore this vital topic.