Workshops on Tax Sheltered Annuities (403b) plans
Date: Wednesday, August 14, 2013
Time: 5:30 - 6:30 pm
Location: Covina, Rosenell, Downey, and North Hollywood Branches
We understand that keeping track of your retirement plans can be complicated. That's why the CFS§ Financial Advisors at CCU are hosting complimentary workshops (appetizers and beverages will be served). Join us to learn about:
- Benefits of 403(b)
- Contribution Limits
- Tax Deferral
- Investment Choices
- Payout Options
- Withdrawal Restrictions
- Working with a Financial Professional
RSVP and select a location below to attend.
Not sure if you'll be able to make a session? Don't worry - all sessions welcome walk-ins.
* indicates a required field
|Investment Not Guaranteed by NCUA||Investment Not Guaranteed by CCU||Investment May Lose Value|
§ 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.