You're Invited to an Informative Seminar
Steering Toward Retirement with IRAs
Given today’s turbulent economy, many are considering a return to a more conservative investment approach. Join us for an informational seminar that can help you set a new financial direction:
- Learn the difference between a traditional and a Roth IRA
- Decide which type of IRA is right for you
- Learn how much you can contribute and how much of your contribution you can deduct
- Learn about withdrawals and 401(k) rollovers
- See how an IRA fits into an overall retirement plan
Join Us
Date | Time | Location | Reserve your seat |
Wednesday, February 27, 2019 | 6:15 - 7:15 p.m. | Joliet Branch Lobby |
The seminar will be hosted by Ariel Monsivais Jr., CFP®, Abri Advisors Financial Professional
Register Today - Space is limited
Can't Attend?
Email Ariel Monsivais or call (815) 409-4861 to schedule your Complimentary Financial Review.
Questions?
Email Ariel or Call (815) 409-4861
Abri Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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.