Seminar: Income for Life
May 1, 2024 at 6:00 PM EST
You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?
Prepare to plan with The Summit’s Retirement & Investment Services
Learn more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:
What sources of retirement income will you rely on?
What retirement risks do you face now that you’re drawing on their savings?
Which income strategies should you consider?
How can you use annuities to guarantee income for life?
Register to learn about achieving a steady stream of retirement income.
Looking for ways to plan with The Summit’s Retirement & Investment Services?
Please contact Ellen Harnischfeger, The Summit Federal Credit Union’s Retirement & Investment Services Manager at (585) 453-7230 or email e.harnischfeger@lpl.com with any questions.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. The Summit Federal Credit Union and The Summit Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Summit Retirement and Investment Services, and may also be employees of The Summit Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Summit Federal Credit Union or The Summit Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
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