Helen Hall Public Library

Susan Mathews Memorial Theatre
100 W Walker St, League City, TX 77573

Seating is limited, so sign up today!

No charge to attend!

Helen Hall Public Library

Susan Mathews Memorial Theatre
100 W Walker St, League City, TX 77573

Seating is limited, so sign up today!

No charge to attend!

REGISTER NOWSUBMITREGISTER NOW
Will you outlive your money?

One of the greatest concerns shared by retirees is that they’ll outlive their retirement income


You’ve worked hard and saved diligently throughout your career. Now you deserve to relax and enjoy the fruits of your labor. But have you considered the possibility that your retirement savings may not be able to support the lifestyle you’ve always wanted?

After all, no one has an endless supply of money. As the years go by and the expenses add up, your savings and investments may become depleted. What about the effects that taxes and inflation could have on your retirement savings? Over time, these factors can erode the value of your investments and your purchasing power.

Fortunately, there are sound ways to help stretch your retirement income. The concepts discussed in this course are most suitable for those with investable assets of $250k or more. At this workshop, you’ll receive a full-color, 20-page workbook on retirement investment strategies. This resource features information, exercises, and questions designed to help you make sound financial decisions. The workbook was prepared especially for the Retirement Investment Strategies workshop, and it contains important information you’ll want to remember from the presentation.

Join us at Helen Hall Public Library for an informational workshop and Insurance Sales Presentation by CFS* Financial Advisor Rodney Nelson located at UFCU covering retirement income strategies on Tuesday, December 11 from 6:30-8:00 PM.

This focuses on sound financial strategies that may help you:

  • Understand the official new tax reform rules and their impact on your retirement
  • Calculate the cost of your retirement
  • Understand how tax laws can affect your investments
  • Invest for growth potential, income, and stability
  • Take a balanced approach to investing and pursuing your goals
  • Determine the long-term allocation of funds that matches your investment profile
  • Adjust your portfolio to address the effect of inflation
  • Make informed decisions regarding which investments might suit your needs
  • Help reduce investment risk and maintain the potential for competitive returns
  • Avoid common pitfalls faced by today’s retirees
  • Prepare for a more comfortable and rewarding lifestyle

This educational workshop focuses on sound financial strategies that may help you prepare for a successful retirement

  • Understand the official new tax reform rules and their impact on your retirement
  • Calculate the cost of your retirement
  • Understand how tax laws can affect your investments
  • Invest for growth potential, income, and stability
  • Take a balanced approach to investing and pursuing your goals
  • Determine the long-term allocation of funds that matches your invest profile
  • Adjust your portfolio to address the effect of inflation
  • Make informed decisions regarding which investments might suit your needs
  • Help reduce investment risk and maintain the potential for competitive returns
  • Avoid common pitfalls faced by today’s retirees
  • Prepare for a more comfortable and rewarding lifestyle

Register Now

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered. See our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Retirement Income Planning 567 nor the Financial Advisor presenting this workshop are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

*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. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.
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