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Retire Confidently Forum 2.0
Join two of your UMassFive CFS* Financial Advisors: Cooper Cerulo and
Aimee Marden, with special guest speaker Kevin Flynn, VP, Lincoln Financial
Group, for an engaging forum on the topic of retiring with confidence.

Moderated by Brad Decker, MBA, our experienced panel will share their insight
and knowledge regarding your financial circumstances following several
years of financial uncertainty for many. Understanding the current economic
environment and applying appropriate fundamental financial strategies may
help you feel more confident about your future.

Bring your questions for our Panel, and use this opportunity to review
your plans to ensure that you are on track to Retire Confidently.


*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. UMassFive College Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice please consult a tax professional.

Sep 28, 2022 06:00 PM in Eastern Time (US and Canada)

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