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Retirement Planning Today

To sign up for a seminar, please press on the date and fill out the form.

The COVID-19 pandemic has impacted all of our lives in a multitude of ways. In particular, the economic uncertainty of this time has affected retirement and investment accounts. Due to the significant volatility of the stock market, low interest rates, and lack of clarity regarding what the long-term effects on the economy will be, many Americans are unsure about what to do as a next step in their retirement planning strategy. This issue is further heightened among those who are approaching, or at retirement, and have recently seen significant reductions in their savings.

Join the CFS* Financial Advisors at UMassFive’s Financial & Investment Services for this virtual online seminar where they will discuss:

  • Important factors to consider today
  • How to quantify your future income needs
  • The process to develop a written plan for your savings and retirement in 2020, and beyond

Today, more than ever, it is important to avoid making short term decisions to address long term goals.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: 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 CFS. UMassFive College Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.