Re-Engineering Retirement: Retirement readiness with the 3-7-5 strategy
Join OCCU Investment Services* to learn retirement strategies based on the easy-to-visualize and easy-to-understand principles of the Re-Engineering Retirement Program.
Through the re-engineering process, you can become educated about some of the complex issues related to retirement, including:
- Three types of retirement income needs
- Seven sources of retirement income
- Five options that connect resources to retirement needs
In addition you’ll learn about legacy, and the strategies for making the most out of what you leave behind for your family or favorite charity. We’ll give you the tools to help you get started today on your retirement income strategies for tomorrow.
Lunch or dinner will be provided during the workshop session.
*Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Oregon Community Credit Union and Oregon Community Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Oregon Community Credit Union deposits and are not NCUA insured. These products are not obligations of Oregon Community Credit Union and are not endorsed, recommended or guaranteed by Oregon Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.