Belco Retirement & Investment Services
The Belco Retirement & Investment Services program is offered through CUNA Brokerage Services, Inc.,* a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit www.cunabrokerage.com.
We can assist you with:
When you think about the future and retirement, are you excited or concerned?
Complimentary Virtual Financial Education Workshops
Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.
Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:
- What are the benefits of rolling over a retirement plan to a personal IRA?
- What are the pros and cons of leaving my money in the company plan when I change jobs?
- What are the rules of the road for receiving Social Security?
- How can you best maneuver through the rules of Medicare to plan for a successful retirement?
- How can conservative investments help you face today’s economic risks?
- What sources of income should you draw from and when?
- How can you use annuities to guarantee income for life?
- How does behavioral finance affect investment decision-making?
UPCOMING WORKSHOPS:
| Medicare: January 25, 6:30PM EST (Register) |
| Income for Life: February 9, 6PM EST (Register) |
| Women & Investing: February 22, 6:30PM EST (Register) |
| Rollover Planning: March 8, 6PM EST (Register) |
| The Three Transitions to Retirement: March 22, 6PM EST (Register) |
Connect with Our Advisors
Check the background of these investment professionals on FINRA’s BrokerCheck.
Initial consultations are offered at no cost or obligation to members of Belco Community Credit Union. Call (717) 720-6220 or click here today to start planning for tomorrow.