Many people underestimate how much money they will need to retire. The average 65 year – old can expect to live 15-30 years in retirement¹ and the effects of taxes, inflation and increasing health care costs can have a large impact on financial needs during retirement. Are you prepared?

 

Fortunately, there are some sound financial strategies you can use to help improve your chances of funding a comfortable retirement.

 

 

Session I Burlington - Nov. 3rd - Windjammer Conference Ctr.
Session II St. Albans - Nov. 10th - La Quinta Inn
Session III Middlebury - Nov. 11th - Courtyard by Marriott

All Sessions are held from 6:30 pm - 8:00 pm.
 

 

Learn about:

 

 

¹U.S. Department of Labor, Employee Benefits Security Administration - “Savings Fitness: A Guide to Your Money and Your Financial Future,” September, 2008.

 

Representatives are registered, securities are sold, and investment advisory services are offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. CBSI operates under the marketing name of MEMBERS Financial ServicesTM. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Trust services available through MEMBERS Trust Company. Nondeposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. MEMBERS Financial Services, and CBSI is neither owned by nor a division of the financial institution. CBSI is under contract with the financial institution to make securities products and services available to its members. Ref: 1385-P1732F