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Pre-Retirement Wealth Builder

Pre-Retirement Wealth Builder Seminar

Be prepared for retirement.

Our Pre-Retirement Wealth Builder seminar will identify how to incorporate both a "defensive" and "offensive" money management approach, to reach retirement in a financially healthy state. Topics covered: 

  • Becoming aware of the changing face of retirement
  • Establishing your own "personal financial point of reference"
  • How to use the "forgotten approach" to wealth-building
  • Wealth-destroying traps to avoid 
 

Upcoming seminar locations and dates.   

 

Unless otherwise noted, seminars run from 6:30 p.m. to 8 p.m.

  METROPOLITAN DETROIT

Ann Arbor
DFCU Financial Briarwood Circle Branch
Monday, October 20, 2014
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Livonia
DFCU Financial 7 Mile Road Branch
Tuesday, October 21, 2014
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Dearborn
DFCU Financial 400 Town Center Branch
Wednesday, October 22, 2014
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Novi
DFCU Financial 10 Mile Road Branch
Tuesday, October 28, 2014
 

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Madison Heights
DFCU Financial 600 E. 14 Mile Road Branch
Monday, April 21, 2014

 

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GRAND RAPIDS

DFCU Financial Walker Branch
Monday, November 3, 2014
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  LANSING

DFCU Financial Delta Branch
Tuesday, November 4, 2014

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In addition to Charles Hoff, the DFCU Financial Member Education Counselor, a Financial Consultant at DFCU Financial Partners, registered through our broker-dealer CUSO Financial Services, L.P. (CFS) will also be present to answer questions. 

 

Our CFS Financial Consultants have years of experience and have received their Chartered Retirement Planning Counselor designation through the College for Financial Planning.

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. DFCU Financial has contracted with CFS to make non-deposit investment products and services available to credit union members.  DFCU Financial Partners is a division of DFCU Financial.

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In addition to making your reservation online, you can call:

Southeast Michigan
888.336.2700, ext. 8778

Grand Rapids
888.336.2700, ext. 8778

Lansing
888.336.2700, ext. 8778

to reserve your spot.