What are your retirement plan options?
Join Dan Lewis CFS* Financial Advisor at Arrha Credit Union, for an interactive workshop.
- Potentially save money on annual fees
- An opportunity to allocate, diversify, and rebalance in one portfolio
- Valuable estate planning features
- Simplify required minimum distributions
- Consolidated statement
- Working with a Financial Professional
Thursday, July 27
at Arrha Credit Union, 145 Industry Avenue, Springfield, MA
Deadline for Registration: Monday, July 24 (seating is limited)
Register by calling Arrha Credit Union at 413-732-9812 or email us at Dan.Lewis@cusonet.com
*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS and its Registered Representatives do not provide tax advice. For such advice, please consult a qualified tax advisor.