Retirement Income Planning* IN-PERSON Seminar

Ready to build a retirement income plan? This in-depth seminar can help with tips on timing the start and length of your retirement, plus ways to estimate the funds you’ll need, factoring in healthcare costs, taxes, and inflation. We will discuss strategies to supplement fixed income sources like Social Security and an employer pension with your retirement savings. That includes knowledge on investment strategies, a sustainable withdrawal rate, and options in which order to tap various accounts.

We will host this in-person seminar at the Diagonal Branch, 2nd Floor Conference Room, 2960 Diagonal Highway, Boulder CO 80301. Lunch will be provided.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Elevations Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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