Introducing our Spring Seminar Series
The 7 17 Retirement & Investment Group is pleased to announce our Portage County Spring Seminar Series. This Series will be located in Kent, OH specifically to serve our members in the Portage County and surrounding areas. We will be featuring relevant topics ranging from investment decisions to transitions into retirement. You may register today using our RSVP Line: (330) 372-8040.
Seminars will be held at:
Kent State University Hotel & Conference Center
215 S Depeyster St.
Kent, OH 44240
Steering Toward Retirement with IRAs: Your Guide to Traditional and Roth IRAs
February 28, 2019 at 6:30 pm
IRAs are an important part of any retirement plan. This seminar covers IRA basics, including the different types available, contribution and deduction limits, and which kind might be right for your retirement goals. As you plan for retirement, you’re faced with many choices. Sometimes you take the right road. Sometimes you don’t. Here’s an opportunity to take the right road and steer toward your personal retirement goals using IRAs … at no-cost and no-obligation.
Women and Investing: Taking Charge of Your Financial Future
April 4th, 2019 at 6:30pm
If you are interested in learning how to become a successful lifelong investor, this informational seminar can help you reach your retirement goals. This seminar will help you learn to be a careful, competent, disciplined long-term investor, and can help you attain the financial security you seek for yourself and those you are close to. We will focus on key investment principles, opportunities such as asset allocation, understanding investor behavior, and different financial products such as mutual funds and annuities.
Contact us today at (330) 372-8040 to register for these no-cost seminars.
Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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.