July 12, 2024

Are you Prepared for Retirement?


Presented by: Stacy Miyasato-Foster, CFP® Senior Financial Advisor through CUSO Financial Services, LP

Key Takeaways: Join Stacy Miyasato-Foster as she shares her insights on defining your retirement lifestyle, which factors to consider with timing, and creating a retirement outlook for the road ahead.
 

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Disclosure: Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CUSO Financial”) ("CFS") a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: 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 CUSO Financial. The Credit Union has contracted with CUSO Financial for investment services. Atria Wealth Solutions, Inc. ("Atria") is not a registered broker-dealer or Registered Investment Advisor. CUSO Financial is a subsidiary of Atria.