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Event Details

Event Name:Steering Toward Retirement with IRAs - Tech Park
Date:January 15, 2019 12:00 PM - 1:00 PM
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Price:Free
Available Spots:18
Location:Tech Park, 1301 Britt St SE, Albuquerque, NM
Phone:505.293.0500
Description:

Steering Toward Retirement with IRAs

A Tax-favored Way to Supplement Retirement Income

Presented by 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.

  • The difference between traditional and Roth IRAs
  • Deciding which type of IRA is right for you
  • IRA contribution limits and withdrawal guidelines
  • Fitting an IRA into an overall retirement plan

Pizza will be provided.

(Or register for the evening session at Juan Tabo)


Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

* 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 AmericaFR-2294339.1-1018-1120

Register: Registration is closed.

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