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Tempe, AZ – June 3, 2014 - Join us for The Retirement Journey workshop as we introduce topics of conversation you may want to have with your financial professional, tax advisor and legal counsel as you approach certain retirement mile markers.
Planning the journey to and through retirement can be complicated and time-consuming. Knowing what’s on the road ahead can help you prepare for these challenges.
Your comprehensive retirement strategy should be specifically tailored to your unique financial situation, retirement goals and time frame.
You have a lot to consider such as:
As you continue on your journey, your needs may change and you may have to map out a new route. Please join us for The Retirement Journey workshop to help you travel safely on your journey to and through retirement.Seating is limited. Email firstname.lastname@example.org or call 512-421-3404 to reserve your seat.
June 25 Legend Oaks branch 6 p.m.
June 26 Howard Lane branch 6 p.m.
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. TruWest Credit Union is not a registered broker/dealer nor affiliated with LPL Financial.
About TruWest Credit Union TruWest Credit Union is headquartered in Tempe, Ariz., and operates as a cooperative to provide its membership with a lifetime of quality financial services and a culture of caring for its members, employees and communities. TruWest is a strong and sound financial institution with more than 64,000 members and assets totaling more than $791 million. TruWest Credit Union has 13 branches–nine in the metro Phoenix area and four in Austin, Texas. For more information, visit truwest.org.
TruWest Credit Union, email@example.com