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Event Details

Event Name:Webinar - The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire
Date:April 20, 2021
Start Time:4:00 PM
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Contact Name:John Marek, MEMBERS Financial Services
Phone:505.237.3930
Description:

Webinar: The Home Stretch

Seven Things You Need to Do in the Decade Before You Retire

Presented by Franklin Templeton* and the MEMBERS Financial Services Program** located at SLFCU

The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

If you're thinking of retiring ten or more years from now, it may seem in the distant future. But what income options are you planning on having when you're fully retired? There are countless choices, important dates, and decisions you'll need to make as you wind down your working life and enter retirement. Are you working on a plan to help you get there? 

You're invited to attend a valuable Zoom webinar to learn about the following topics and more:  

  • How to determine when the time is right, and how to take aim at your retirement target
  • How to manage your nest egg and why you should get a portfolio check-up
  • How to create a Social Security strategy
  • How to build a retirment income stream and look "beyond the money"

Join us virtually at this Zoom webinar presented by Matt Pickard, CFP®, CIMA® – Senior Advisor Consultant, Franklin Templeton  

TUESDAY, April 20 at 4:00 p.m. MT (3:00 p.m. PT)  Register now

Presented via Zoom. Registration is required for this event.


SLFCU and MEMBERS Financial Services

SLFCU members can take advantage of personal financial management services through our collaboration with MEMBERS Financial Services** (a CUNA Brokerage Services Group). To make a no-cost, no-obligation appointment, contact their financial professionals at 505.237.7330 or 505.237.3930, or send an email to membersfinancial@slfcu.org.


*This communication is general in nature and should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel and provided for educational and informational purposes only. Any investment products or services named herein are for illustrative purposes only, and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. How and when to claim Social Security benefits is a personal decision, and can depend on a number of factors—such as your financial and individual situation, health, family longevity, and tax and social security laws which can be complex and subject to frequent change. Always consult a qualified professional or your own independent financial professional for personalized advice and investment recommendations tailored to your specific goals, individual situation, and risk tolerance.

Franklin Templeton does not provide legal or tax advice. Federal and state laws and regulations are complex and subject to change, which can materially impact your results. Franklin Templeton Distributors, Inc. (FTDI) cannot guarantee that such information is accurate, complete or timely; and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.

All financial decisions, strategies, and investments involve risks, including possible loss of principal. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Bond prices generally move in the opposite direction of interest rates. Thus, as the prices of bonds in the fund adjust to a rise in interest rates, the fund’s share price may decline. Changes in the financial strength of a bond issuer or in a bond’s credit rating may affect its value.

Fluctuations in the financial markets and other factors may cause declines in one’s account. Diversification and asset allocation strategies do not ensure a profit or protect against a loss. There is no guarantee that any particular asset allocation will meet one’s investment goal, provide one with a given level of income, or provide sufficient funds to meet future retirement needs. Investors are strongly advised to consult with appropriate financial, legal or tax professionals about one’s specific circumstances and individual goals.

**MEMBERS Financial Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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. CBSI-3408365.1-0121-0223


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