Broker Check
10 March
Retirement Planning Webinar


Learn about the Seven Things You Need to Do in the Decade Before You Retire.
With longer life spans, increasing health care costs, and the diminishing role of traditional pensions, planning for retirement is more complex than ever. Choices made during the final decade of your career can deeply impact your retirement plan.

Join our webinar to learn more about:

  • Timing your retirement and determining how much savings you might need
  • Maximizing your retirement savings strategy now and what to do as you approach retirement
  • What to expect from Social Security and how to build a retirement income stream
  • Factors, other than money, that can have a considerable effect on your retirement

Webinar Presented By:

Gina Katrinak, Investment Executive, AIF® and James Miller, Investment Executive, CRPC® From Utilities Employees Investment Services

And Brett Agnew, Senior Advisor Consultant from Franklin Templeton

Space is limited. Please RSVP by March 5, 2021.


Have questions? Contact Gina Katrinak or James Miller at 800.288.6423, ext. 4005 or email


Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are:

*Not NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

All financial decisions and investments involve risk, including possible loss of principal. Investing in a Franklin Templeton fund does not guarantee one's retirement income needs will be met.

Investors should carefully consider a fund’s investment goals, risks, charges and expenses before investing. To obtain a summary prospectus and/or prospectus, which contains this and other information, talk to your financial advisor, call us at (800) DIAL BEN/342-5236 or visit Please carefully read a prospectus before you invest or send money.

Franklin Templeton Distributors, Inc., One Franklin Parkway, San Mateo, CA 94403-1906, (800) DIAL BEN®/342-5236.

Not FDIC Insured | May Lose Value | No Bank Guarantee

© 2020 Franklin Templeton. All rights reserved. HS INVW 03/20


Date and Time

Wed, Mar 10, 2021

12:00p - 1:00p EST


Live Webinar Broadcast from Utilities Employees Credit Union

11 Meridian Blvd.
Wyomissing , PA 19610
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Event Registration