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Retirement Planning

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

Start planning now! Whether you're just starting out, or have been saving for retirement your whole career, how do you know what is enough for when you’re finally ready to retire? Establishing a clear retirement plan can help provide clarity and confidence in your retirement savings, and can allow you to make educated decisions with your savings and retirement investments. Join us for this educational seminar to learn the keys to quantifying your retirement—and create a plan to help achieve your goals. Topics include:

  • Key decisions retirees will face
  • How to crunch the numbers and determine if you have an income surplus or shortfall
  • Strategies to invest in a tax-efficient way and to continue to provide for income throughout retirement

*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.