Join us for a discussion focused on how to properly transition into retirement. Learn how Social Security and Medicare play a vital role in the process of managing retirement income. This seminar will be led by the McGarry Retirement Advisory Group.
We invite all members over age 55 for the Retirement Income Planning seminar, and all members over age 59 for the Social Security & Medicare seminar.
Here is the schedule for 2020 seminars:
January 30: Social Security & Medicare
April 16: Retirement Income Planning
August 20: Social security & Medicare
November 12: Retirement Income Planning
More details will follow as we get closer to the seminars. For any questions or to RSVP, send an email to firstname.lastname@example.org or call Elene at 801-866-1095.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Weber State Credit Union and McGarry Retirement Advisory Group are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Not Insured by NCUA or any other government agency | Not Credit Union Guaranteed | Subject to risk and may Lose Value | Not Deposits
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