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18 Aug
Making It Last Seminar

Description

Join Us for a Complimentary Retirement Seminar on August 18th. Space is Limited. Please RSVP by August 12th.

MAKING IT LAST: Advanced Retirement Income Strategies for Everyday Investors

You spend a lifetime building a retirement nest egg, but once you retire—will it last?

Today’s low interest rate environment and market uncertainty has many wondering how to convert their lifetime savings into lifetime income for retirement. Smart investors can use advanced strategies to help avoid what is often one of their biggest fears—running out of money in retirement.

Join our presentation to learn more about:

Building Retirement Income Strategies that explore approaches for generating retirement income in different market environments

Seminar Presented By:

Gina Katrinak, AIF®, Investment Executive

James Miller, CRPC®, Investment Executive

From Utilities Employees Investment Services

And Brett Agnew, CIMA®, Senior Advisor Consultant

From Franklin Templeton


Date:

Thursday, August 18, 2022

11:30 am & 3:00 pm

Let us know the time that works best for you when you RSVP. The same information will be presented during each session. Lunch will be provided during the 11:30 am session and light refreshments will be served during the 3:00 pm session.

Place:

Utilities Employees Credit Union

11 Meridian Blvd, Wyomissing, PA 19610

Space is Limited. Please RSVP by Friday, August 12th

Contact Gina or Jim at 800.288.6423, ext. 4005 or email utilitieseis@ceterais.com.


This event was funded in part by Franklin Templeton.

Date and Time

Thu, Aug 18, 2022

11:30a - 1:00p EST

Location

Utilities Employees Credit Union

11 Meridian Blvd.
Wyomissing , PA 19610
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