Saving for Retirement: IRA Need-To-Knows
Join us for a webinar with CFS* Financial Advisor, Dan Duran who will share why it's important to save for retirement, as well as helpful tools and tips to help reach your goals.
In this webinar, you will learn how to:
- Contribute to a Traditional or Roth IRA
- Determine if a rollover is right for you
- Make the most of required minimum distributions (RMDs)
- Create guaranteed income that lasts your lifetime
- Leave IRAs to loved ones
RSVP for IRA Webinar
*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is not a Registered Investment Advisor (RIA) or broker-dealer entity. Investment products, services and advice are only provided through Atria broker-dealer and RIA subsidiaries. CFS is a subsidiary of Atria.
