The Retirement Journey

AZ – April 10, 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.

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:

  • Outliving your savings
  • Rising costs
  • Market uncertainty
  • IRA options

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.

Email or call 602-629-2072to reserve your space. Seating is limited.

April 29, 2014
6 – 7:30 p.m.
Rio Vista Recreation Center
8866-A W. Thunderbird Rd
Peoria, AZ 85381

April 30, 2014
6 – 7:30 p.m.
Sheraton Tucson
5151 E. Grant
Tucson, AZ 85712

May 1, 2014
6 – 7:30 p.m.
Hilton Phoenix Chandler
2929 W. Frye Rd
Chandler, AZ 85224

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.

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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 60,000 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

Jill Collins, TruWest Credit Union,