Learn how to plan ahead to pay for retirement.
Attend a complimentary Planning Your Income for Retirement workshop hosted by the financial advisors at STCU Investment Services, provided by CFS.*
You'll learn how to determine your savings needs and how to account for inflation, taxes, and other factors. We'll also review the ins and outs of some retirement-savings options. Join us!
Thur, February 18, 2021
Zoom link will be sent upon registration.
*Important disclosures about STCU Investment Services and CFS.
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.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Check the background of CUSO Financial Services, L.P. and our CFS* advisors on FINRA's BrokerCheck®.
**Rollover offer valid through March 31, 2021, for the first 100 members who roll over a 401(k) or IRA of $50,000 or more into an STCU Investment Services account with CFS. Must schedule an appointment with an advisor by March 31, 2021. Rollover funds must be deposited by May 15, 2021 to receive this offer. Amazon e-gift cards will be emailed within 30 days after meeting conditions, while supplies last. Limit of one gift card per person, per campaign period. Must provide a valid email address. Must be 18 or older to participate. CFS reserves the right to provide a raincheck or a substitute of equal or greater value. Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.