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:
- Current retirement age trends and realities
- 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.
Retirement Consultant , Regional Vice President
Sr. Financial Advisor
Thursday, April 20, 2017
2010 N. 1st Street (5th Floor)
San Jose, CA 95131
Total Number Attending:*
How did you hear about this event:
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.