Income for life seminar
Understand how much annual income you’ll need during your retirement years to support the lifestyle that you want. Learn to position your assets to provide you with that income.
|Presented by: Sal Bocchimuzzo, CFP® & Daniel McDonough, Financial Advisors
Location: Main Kingston Branch, 1099 Morton Blvd.
When: Monday, May 7, 2018 @ 6:00pm
Refreshments will be served.
Reservations are required to attend
. Seating is limited.
Please register through our form below, by email to Seminars@mhvfcu.com
, or call 845.336.4444
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 and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-20703231
The CFP® certification marks are not affiliated with CUNA Brokerage Services, Inc. The advisor is also an insurance agent and some of the products sold are annuities and insurance contracts.