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  • Credit Union of SoCal Retirement Income Planning Seminar

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    Name: Credit Union of SoCal Retirement Income Planning Seminar
    Date: July 13, 2019
    Time: 10:30 AM - 11:30 AM PDT
    Event Description:
    Each quarter, Credit Union of Southern California is pleased to bring you a series of seminars to help you accomplish your 2019 financial goals. All of our classes are free and open to the community.
    The following seminar will take place in the Brea Community Center on Saturday, July 13:

    Retirement Income Planning 1 - 10:30 a.m. -11:30 a.m.

    The decision of when to retire can be a daunting one. Will you have enough income to maintain a comfortable lifestyle? Will your retirement nest egg last as long as you need it to? How much annual income will you need? Is your retirement income nest egg invested correctly for your life stage? A good retirement plan will address these concerns as well as others. In this workshop, you will learn about the retirement planning process and its importance in addressing your financial goals. This workshop will discuss some of the different sources of income available to you at retirement. How to manage the risk of outliving your income, and how to manage the risk of unexpected life events.

    (Presented by Investment Services located at Credit Union of Southern California)


    Brea Community Center
    695 E. Madison Way
    Brea, CA 92821

    Date/Time Information:
    Saturday, July 13, 2019
    10:30 a.m. -11:30 a.m.
    Contact Information:
    Registration is free.
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