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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.

 

*Name (First, Last)
*Daytime Phone
Address
City
State
Zip
*Email
*Seminar Location:
800 S. Barranca Ave.
Covina, CA 91723

420 N. Rosenell Terrace
Los Angeles, CA 90026

9300 E Imperial Hwy.
Downey, CA 90242  

11331 Camarillo St.
North Hollywood, CA 91602
 

* indicates a required field

 

 

 

Investment Not Guaranteed by NCUAInvestment Not Guaranteed by CCUInvestment 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.
 

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