- How to allocate retirement funds to help ensure a comfortable retirement
- How current market conditions may affect your retirement
- Deferred comp and the importance of contributions
- Where to get help, and how an Advisor can assist you
Lunch is included and served at 11:30 a.m., so RSVP Today! Call 877-695-2732 x 3270 or email firstname.lastname@example.org.
About the Presenter
Christopher Ellis, CUSO Financial Services Advisor, is an experienced finance and education professional with an MA from Loyola Marymount University and Series 6, 7, 63 and 65 licenses.
*Workshop day, time and location subject to change or cancelation without notice. 0616-47
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. Los Angeles Police Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.