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Post-Retirement Wealth Retention

Post Retirement Wealth Retention

Preserve what you’ve saved.

Our Post-Retirement Wealth Retention seminar shows how sound wealth retention for today's retiree still involves good defensive and offensive money management strategies. Topics covered:

  • Future challenges facing today's retirees
  • How to identify a "sustainable lifestyle" throughout retirement
  • Common financial mistakes made after retirement
  • Ways to lower cash-flow requirements during retirement
  • Closing financial gaps in retirement
  • Financial tools at your disposal to preserve wealth
 

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 Mall Branch
Monday, May 5, 2014   
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Livonia
DFCU Financial Livonia Branch
Tuesday, May 6, 2014
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Dearborn
DFCU Financial Dearborn Branch
Wednesday, May 7, 2014
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Novi
DFCU Financial Novi Branch
Tuesday, May 20, 2014

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Madison Heights
DFCU Financial Madison Heights Branch
Wednesday, May 21, 2014

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GRAND RAPIDS

DFCU Financial Walker Branch
Monday, November 24, 2014
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  LANSING  

DFCU Financial Delta Branch
Tuesday, November 25, 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.