The Retirement Minefield

The Retirement Minefield
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Event Date: 
Wednesday, April 26, 2017
Event Location: 
Greg's Grill
395 SW Powerhouse Dr.
Bend, OR 97702
Sessions: 
Lunch Session: 12:00pm - 1:30pm - lunch will be provided
Dinner Session: 5:45pm - 7:15pm - dinner will be provided

An overview of the most common IRA mistakes and how to avoid them

Oregon Community Credit Union is proud to sponsor a complimentary seminar hosted by the Oregon Community Investment Services Team and LPL Financial.*

Learn the complexity of the retirement process, the importance of personal circumstances and how avoiding mistakes can be just as important as managing risk in retirement.

Join us for this brief and informative session to learn about:

  • IRA rollovers
  • Withdrawing income
  • Beneficiary planning

 

Seating is limited.

To reserve your seat please fill out the form below.

 

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*Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or it’s 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.
The Register Guard Readers' Choice is an online nomination and voting program based on popular vote. It is not representative of any one client experience or investment performance.