Retirement Investment Strategies Workshop
FREE Educational Workshop: Managing Your Investments During Retirement
To register call Sophia Benipayo: (925) 979-2306
DATE: August 22nd, 2019
LOCATION: 325 N. Wiget Ln, Ste. 130
Walnut Creek, CA 94598
Come join us for a special educational workshop designed to help you calculate the cost of retirement, manage taxes and the effects of inflation, allocate your assets to match your investment goals, and potentially avoid common pitfalls faced by today’s retirees.
Representatives do not provide tax or legal advice. To obtain such guidance, please consult your personal tax or legal advisor. Not a credit union deposit or obligation. Not guaranteed by any credit union. Not NCUA-insured. Not insured by any government agent. May go down in value.
Securities and investment advisory services offered through registered representatives of MML Investors Services, LLC, member SIPC (www.SIPC.org) OSJ Office: 3003 Oak Road Suite 250 Walnut Creek, CA 94597. (925) 979-2300. Kaiperm Credit Union is not a subsidiary of or affiliate of MML Investors Services, LLC or its affiliated companies.