Complimentary 4-Class Retirement Bootcamp​

 

Attend one session or all - register below

 

Session #1: Clear Direction on the road to retirement seminar

Learn the strategies and planning necessary to help make your retirement successful.

Presented by: Sal Bocchimuzzo, CFP® & Daniel McDonough, Financial Advisors at MHV Investment & Retirement Center
Location: Main Kingston Branch, 1099 Morton Blvd.
When: Wednesday, September 12, 2018 @ 6:00pm

 

session #2: PLANNING FOR HEALTHCARE IN RETIREMENT

Learn what Medicare covers, what costs you’ll end up paying for out of your pocket, and what planning options you can use to prepare.

Presented by: Steven Calandra, Vice President at Nationwide Retirement Institute
Location: Main Kingston Branch, 1099 Morton Blvd.
When: Thursday, September 20, 2018 @ 6:00pm

Steven M. Calandra is the Vice President at Nationwide Retirement Institute. He has over 20 years of financial industry experience and is dedicated to educating advisors and clients about the latest in retirement income planning trends.

 

Session #3: EMOTIONS & YOUR MONEY

Examine some of the most common emotional mistakes that investors make, as well as strategies and investment tips to avoid them.

Presented by: Dan Bakerman, CRPC®, Divisional Vice President at AIG
Location: Main Kingston Branch, 1099 Morton Blvd.
When: Tuesday, September 25, 2018 @ 6:00pm

Dan Bakerman, CRPC® is Divisional Vice President at AIG. He has more than 17 years in the financial services industry and travels throughout New York and New Jersey partnering with financial advisors

 

session #4: INCOME FOR LIFE

Understand how much annual income you’ll need during your retirement and how to position your assets to provide you with that income.

Presented by: Jason Netrosio, Financial Advisor at MHV Investment & Retirement Center
Location: Main Kingston Branch, 1099 Morton Blvd.
When: Monday, October 1, 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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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 its 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. #FR-2206432.1-0818-0920.
Dan Bakerman, Steven Calandra, AIG and Nationwide are not affiliated with CBSI or its representatives. Opinions expressed are those of the presenter and are not necessarily those of CBSI or its representatives.

 

Interested in attending the First Time Home Buyer Seminar on October 3? Register HERE