Retirement Income Workshop

You've spent a lifetime accumulating money for your retirement.  You've saved, invested, and taken advantage of workplace retirement plans.  Now you have to make decisions about how to generate a steady income stream, and these decisions could have lasting repercussions.

Join us for an educational workshop where we'll focus on strategies designed to help you:

Make the most of your retirement income stream

  • Tap into your retirement accumulations
  • Understand retirement plan distribution rules
  • Invest for stability, income, and growth potential
  • Utilize financial vehicles that could last a lifetime
  • Protect your income and assets from the unexpected
  • Prepare for a more comfortable and rewarding retirement lifestyle

When you attend this workshop you will receive a 20- page workbook on retirement income strategies.  This full-color resource contains essential information, exercises and question that will help you asses your current situation and make sound financial decisions. 

Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus and, if available, the summary prospectus contain this and other important information about the investment company. You can obtain a prospectus and summary prospectus from your financial representative. Read carefully before investing

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Partners Federal Credit Union, Partners Retirement and Wealth Management, and LPL Financial are not affiliated. 

Not NCUA Insured. | No Credit Union Guarantee. | May Lose Value.

* Required

Retirement Income 

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