UTAS: Retirement Income Planning

REGISTER NOW

Investment decisions you make in preparation for retirement are crucial.

During this educational seminar you will learn about important topics to know if you are planning to retire in the next 3 years.

KEY TOPICS TO BE DISCUSSED:

• Am I financially ready to retire?
• How do I read my pension packet?
• Do I take the lump sum or pension?
• How does Obamacare affect me?
• Rollovers & In-Service withdrawal info?
• How much will I need for retirement?
• Do I need Long Term Care Insurance?
• Do I need an insurance audit?
• Social Security: when should I take it?
• Are there other investment choices

For details and to register: Please call today at (815) 877-8440

*Securities are provided by Licensed Individuals Offered Through Investacorp, Inc.  A Registered Broker/Dealer.  Member FINRA, SIPC.

Securities Products are not insured by the FDIC; are not deposits or other obligations of MembersAlliance Credit Union and are not guaranteed by MembersAlliance Credit Union; and are subject to investment risks, including possible loss of the Principal Invested.