Retirement Income Planning - Complimentary Seminar!
Planning For A Financially Successful Retirement
Provided by the MHV Investment & Retirement Center*
Date/Time: Tuesday, January 31, 2017 at 6:00pm
Location: CUC Branch, 1099 Morton Blvd., Kingston
Presented by: Sal Bocchimuzzo, CFP® and Daniel McDonough, MHV Investment & Retirement Representatives*
Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there’s no such thing as a “one size fits all” plan, there are steps you can take to maximize the possibility of a financially secure retirement.
Light refreshments will be served. Reservations are required to attend
. Please register through our form below, by email to Seminars@mhvfcu.com
, or by phone at 845.336.4444, ext.3166 or 3126.
Reserve Your Spot Today!
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Please note that e-mails sent through the above addresses and form are not encrypted and should not contain confidential information such as social security or account numbers.
*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer in all fifty states of the United States of America and investment advisor. CBSI is under contract with Mid-Hudson Valley Federal Credit Union to make securities available to it's members. Products offered are not NCUA/NCUSIF/FDIC insured, involve investment risk and may lose value (including the possible loss of principle), and are not guaranteed by Mid-Hudson Valley Federal Credit Union or any affiliated entity. Products may be referred to or offered by an employee of Mid-Hudson Valley Federal Credit Union who serves both functions of accepting member deposits and the selling of non-deposit investment products. Not an obligation of the credit union.