The Retirement Minefield

Couple on porch
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Event Date: 
Wednesday, March 14, 2018
Event Location: 
Greg’s Grill
395 SW Powerhouse Drive
Bend, OR 97702
Sessions: 
Lunch session: 12-1:30 p.m. - lunch will be provided
Dinner session: 5:45-7:15 p.m. - dinner will be provided

Have a retirement plan at work? Join us to learn about retirement distributions.

Join OCCU Investment Services* to learn the complexity of the retirement process, the importance of personal circumstances and how seeking to avoiding mistakes can be just as important as managing risk in retirement.

Join us for this informative session to learn about:

  • Tax considerations

  • Distribution methods

  • Withdrawing income

Seating is limited. Meal provided.

To reserve your seat please fill out the form below.

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*Securities and advisory services offered through LPL Financial, a registered investment advisor, 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.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: OR, WA, AZ, HI, FL, MA, IL, IN NC, NV, TX, CO, SC and DC.