Upcoming Seminars

Introducing our Fall Seminar Series

The 7 17 Retirement & Investment Group is pleased to announce our Fall Seminar Series. We will be featuring a variety of speakers on relevant and important topics ranging from investment decisions to transitions into retirement. Our seminars will be held at various locations. You may register today using our RSVP Line: (330) 372-8040.

Three Transitions to Retirement
7 17 Credit Union Corporate Operations Center – 3181 Larchmont Ave. NE, Warren, OH 44483

September 27 at 6:30 pm

Are you ready to retire? There are three transitions you need to prepare for – in addition to financial changes, there are also lifestyle and emotional transitions that you’ll experience. We would like to help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we will gain clarity and confidence about your path to retirement.

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How to Weather a Bear Market
Springfield Grille in Boardman - 7413 Tiffany S, Youngstown, OH 44514

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Kent State University Hotel & Conference Center- 215 S. Depeyster St, Kent, OH 44240
October 11 at 6:30 pm

What is a bear market, and how do you ride it out? This seminar covers how behavioral finance affects decision-making, why overreaction to a market change compromises long-term financial goals, and how you can prepare now to weather a bear market. At this seminar, we will explain bear markets and their recent history. We will also discuss three keys to help you weather a bear market.

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Social Security Seminar – Make the Most of Your Benefits
7 17 Credit Union Corporate Operations Center - 3181 Larchmont Ave. NE, Warren, OH 44483

October 25 at 6:30 pm

Your plans for drawing Social Security** are a critical financial decision, and if you know the rules of the road, it can make a big difference in the success of your retirement journey. Whether it’s the timing of starting Social Security, or options for you and your spouse to coordinate your income plans, the path you follow could help you get the most out of your benefits. This seminar will address these issues and answer more of your questions in regards to rules for the collection of your Social Security benefits, how you coordinate your spouse’s benefits, different routes that can potentially increase your benefit amount, and how Social Security can fit within your overall retirement plan.

**Representatives are not tax advisors or Social Security experts.  For information regarding your specific tax situation, please consult a tax professional.  To discuss your specific SSA benefits options, please contact the SSA office in your area.

Contact us today at (330) 372-8040 to register for these no-cost seminars.

Disclosures:

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution. FR-2216808.1-0818-0920