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A closer look at financial factors that impact retirement

Choosing when to retire is a complex decision. There are a number of financial concerns to consider. Retirees are facing a changing economy, longer life expectancies, and more opportunities for working longer than previous generations.

During this seminar you’ll learn about:

  1. Current retirement age trends and realities 
  2. Financial considerations  
    • If you retire before age 62
    • If you retire between age 62 and 64   
    • Or if you delay until age 65 or older     
     

If you’re approaching retirement age, but without a solid strategy for retirement, attend this seminar to receive insightful information that can help your retirement strategies and how insurance may supplement your plans.

PRESENTED BY:
Loi Yu
Retirement Consultant , Regional Vice President
Allianz 

HOSTED BY: 

Debbie Krumwiede 

Sr. Financial Advisor 

DATE:
Thursday, April 20, 2017
6:30 p.m.-7:30p.m.  

2010 N. 1st Street (5th Floor)
San Jose, CA 95131 

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 Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC.  Advisory services are offered through Cetera Investment Advisers LLC.  Neither firm is affiliated with Technology Credit Union.  Investments are:  ● Not FDIC/NCUSIF insured ● May lose value ● Not financial institution guaranteed ● Not a deposit ● Not insured by any federal government agency. FINRA Registered Branch:  2010 N. First Street, Suite 500, San Jose, CA 95131 ● 800-851-8549 

This presentation is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that the Allianz companies, their affiliates, and their representatives and employees do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. 

 

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