Upcoming Seminars

Retirement Income Planning: Will you have enough income in retirement?

Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there’s no such thing as a “one size fits all” plan, there are steps you can take to help increase the possibility of a financially secure retirement.

In this seminar on Retirement Income Planning, you’ll learn:

How to plan for when your retirement will start, (including the impact of early retirement, delayed retirement, and working in retirement), how long it will last, and the retirement lifestyle you want.

Steps to estimate the amount of money you’ll need in retirement to meet your goals, factoring in health-care costs, taxes, and inflation.

How to supplement fixed income sources such as Social Security and an employer pension with your retirement savings, including the products and investment strategies you should consider, a sustainable withdrawal rate, and the best order to tap various accounts.

You’ll also receive a complimentary workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

Each educational seminar will be held at the United Federal Credit Union location at the dates and times listed below. To reserve your spot, click the REGISTER button next to the event you would like to attend. Or, call (888) 982-1400 ext. 1445 or email



Location Date Time

Carson City North Branch
1350 E William St

Thursday, March 30 6:00 pm Call to Register
(888) 982-1400 ext. 1445

Can’t Attend?

If you cannot attend but would like more information on this topic, simply click the Request Info button and someone will contact you.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk, including the possible loss of principal. Investment Representatives are registered through CFS. United Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.