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Consolidating Retirement Accounts

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

Planning for your retirement is important so don’t let disorganized retirement assets get in the way. You may have several retirement accounts and IRA’s and would like to simplify things, or maybe you just retired and need to generate income from your retirement accounts. Come to this seminar and learn how to consolidate your retirement accounts and how an IRA rollover account can simplify your life.

*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.