Financial Planning Basics Seminars and Webinar

Tuesday, September 24, 2019, 12:00-1:00pm CST

Today's retirees are living long and active lives. They're traveling and going back to school; helping to care for grandchildren; playing sports, pursuing hobbies, and even embarking on new careers. How do you want to spend your retirement? Your employer wants to help you plan now for the life you want in retirement.

Attend the Your Employer-Sponsored Retirement Savings Plan seminar and you'll learn:

  • Why it's important to make retirement planning a priority now.
  • Three reasons why participating in your employer-sponsored plan makes sense.
  • Credit fundamentals.
  • The steps you can take today to help you pursue retirement with confidence.

Join us from the comfort of your home or office!


Registration Closed

Look for new dates in 2020. Interested in scheduling a meeting with one of our financial advisors to discuss Financial Planning? Email kwright@southeastfinancial.org.

MEMBERS Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2623984.1-0719-0821