JK & Jonathan Whitehouse CFF®, Kris Daudelin & Lisa Cruser, Financial Advisors, CUSO Financial Services, L.P.* Last year was one of the most challenging years of uncertainty and unrest in recent history. Along with the pandemic, we had regulatory changes with the SECURE Act and CARES Act, as well as stimulus money from the government. The country appears to be heading for recovery, but the recent events in the economy have impacted many individuals’ retirement and savings accounts. As a result, you may have questions about your retirement and savings plans. Understanding the current economic environment and applying fundamental financial strategies may help you feel more confident about your future and ability to retire. Join us with your questions for our experienced panel of CFS Financial Advisors. The advisors will share their insight and knowledge regarding your financial circumstances. Take this opportunity to review your plans, adjust if necessary, and get back on track after a very challenging year. *Investments are offered through CUSO Financial Services, L.P. (CFS) and are not NCUA/NCUSIF insured, are not guarantees or obligations of the credit union, and may lose value. https://attendee.gotowebinar.com/register/4400581301399824396
Wednesday Oct 27, 2021
6:00 PM - 7:00 PM EDT
Online
Free
Patricia Selsky- 802 764 6940
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Printed courtesy of www.royaloakchamber.com – Contact the Greater Royal Oak Chamber of Commerce for more information.
200 S. Washington Ave., Royal Oak, MI 48067 – (248) 547-4000 – coc@royaloakchamber.com