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Retirement Income Planning

Join our UMassFive CFS* Financial Advisor Dana Graham, to learn more about retirement income planning.

Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to help provide that income.

While there’s no such thing as a “one size fits all” plan, there are steps you can take to help increase the possibility of a financially confident retirement. This virtual educational seminar will help answer questions such as: “should I retire now or wait?” and “will my money last?” We will discuss the financial risks of retirement, and the essential elements of a retirement income plan.

*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.

May 24, 2022 05:30 PM in Eastern Time (US and Canada)