When looking at your future, will Social Security be enough? What about your 401(k)?

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.

Here’s an opportunity to attend a valuable educational virtual seminar on this important topic, at no cost and no obligation.

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

An exclusive virtual seminar to help you learn about income for life.

Tuesday, December 7th at 6:00 pm EST

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

What sources of retirement income will you rely on? Which income strategies should you consider?

What retirement risks do you face now that you’re drawing on their savings?

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How can you use annuities to guarantee income for life?

RSVP now to register your virtual seat to learn how to guarantee income for life!


Looking for more webinars and ways to plan with The Summit’s Retirement & Investment Services? We’ll have a new list on webinars in 2022!

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

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