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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.
Your retirement assets, such as your old 401k from your previous employer, or other similar plans, are an important part of your plan for retirement. One decision you will likely make is what to do with your qualified assets when you leave your employer. It's very important for you to understand the options you might have available, as well as the factors to consider when making a decision.
Join us as we review some of the rollover rules, as well as discussing how different choices might work for you.
This event 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. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union Members.