Wealth Management Retirement Basics Seminar

04.19.2018 | Schaumburg, IL

posted: 04/13/2018

National Retirement Planning week is April 9 - 13 — Come celebrate with us!

Mike and Mitch from the Andigo Wealth Management team for a complimentary informational seminar about retirement basics.

They’ll cover topics like:

  • How to put together a retirement road map
  • Factors that influence when you should retire and how long your retirement could last
  • How to “crunch the numbers” by estimating your retirement expenses and retirement income, while factoring in inflation and taxes
  • How to use tax-advantage savings vehicles like IRAs and 401(k)s
  • Seminar date:
    Thursday, April 19 from 6 - 7:30 pm

    light dinner will be served - must register!

    Location
    Schaumburg Corporate Center
    Conference Rooms AB
    1501 E. Woodfield Road Suite | Schaumburg, IL | 60173

    They’ll also be stopping by our branch locations during the month of April to chat with visitors. It’s a great opportunity to ask questions and schedule an appointment to review your current retirement plan. Check back for dates and times.

    register

    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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America. The advisor is also an insurance agent and some of the products sold are annuities and insurance contracts. FR-2068940.1-0318-0420

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