Planning for Long-Term Care: Free Workshop
What, Where & When
Protecting Your Life Savings
Join us for this complimentary educational seminar, Planning for Long-Term Care: Proctecting Your Life Savings. Tim Reichstein, Investment Advisor Representative from CFS* and a representative from OneAmerica will share information on planning for long-term care costs during retirement. This seminar covers:
- Retirement income distribution
- Healthcare and long-term care costs
- How to fill in the income gap to pay for care
Please register below to save your space. We look forward to seeing you!
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CUSO Financial"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: 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 CUSO Financial. Columbia Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions company and is not a Registered Investment Advisor or broker-dealer. Investment products, services and advice are only provided through CUSO Financial, a subsidiary of Atria.
OneAmerica is not affiliated with CUSO Financial Services, L.P. or its associates.
Columbia Credit Union Operations Center
200 SE Park Plaza Drive, Vancouver, WA 98684 06/20/2019 | 6:00 pm - 7:30 pm