- This event has passed.
Hosted by Allegacy Investment Group*
At arrival please ring bell to reach security guard. Explain you are a registered guest for the Allegacy Workshop and they will allow you access to the facility. A member card or driver’s license may be needed to verify identity when checking in.
We invite you to attend an insightful lunch and learn that examines the following seven challenges contributing to the retirement crisis:
• The Age Wave
• The Pension Plunge
• Social Insecurity
• The Tax Axe
• Inflation: The Invisible Enemy
• The Healthcare Nightmare
• Investor Blunders
While no one can remove the uncertainty from life and retirement planning, you can educate yourself and prepare for the financial and physiological challenges that lie ahead.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: 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 CFS. Allegacy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.