Are you really ready to retire?

You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can 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’ll gain clarity and confidence about your path to retirement.

Here’s an opportunity for you to get a clear understanding of the three transitions of retirement – at no cost and no obligation.

Prepare to Plan with The Summit’s Retirement & Investment Services

An exclusive virtual seminar to help you understand transitioning into retirement.

Tuesday, May 17th at 6:00 pm EST

The virtual seminar will give you the answers to your questions, including:

How to confidently address the financial, lifestyle and emotional transitions to retirement

How to guard against risks and manage those that are inevitable

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Whether you are ready for retirement

RSVP now to register your virtual seat to learn about the three transitions to retirement!

Looking for more webinars and ways to plan with The Summit’s Retirement & Investment Services?

Here are some upcoming webinars you won’t want to miss:

Return of Conservative Investing

June 14th, 2022

Road to Retirement

June 21st, 2022

Please contact Ellen Harnischfeger, The Summit Federal Credit Union’s Retirement & Investment Services Manager at (585) 453-7230 or email with any questions.

The Summit Retirement & Investment Services professionals are registered representatives of CUNA Brokerage Services, Inc. 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3408925.1-0121-0223