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Complimentary SCCU Retirement & Financial Advisors Seminar: Financial Planning Basics

Complimentary seminar presented by SCCU Retirement & Financial Advisors on Monday, May 13, 2019 from 5:30 to 7 p.m. at the SCCU Administration Building located at 1320 Grand Ave, Superior, WI 54880.

Most of us imagine retirement as a happy time, a reward for a lifetime of hard work, full of possibility and potential. We have good reason to see retirement in a positive light. Americans are living longer, healthier lives than ever before. In fact, for some of us, retirement will make up a full third of our lives. Of course, this means that our retirement assets will have to do more for us over a longer period of time. This makes planning for our retirement essential.

In this seminar on Retirement Basics, you'll learn:

  • 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-advantaged savings vehicles like IRAs and 401(k)s

You'll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

To reserve your spot, please contact 715-398-8918 or email [email protected]

Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A SCCU Retirement and Financial Advisors which is not an affiliate of the credit union. 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.

Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.


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