Consolidating of Retirement Assets

Event Details

Consolidating of Retirement Assets

Time: September 24, 2013 from 5:30pm to 6:30pm
Location: Southbridge Credit Union - Lending Center Community Room
Street: 155 Main Street
City/Town: Southbridge
Website or Map: http://www.sbgecu.org
Phone: 888-599-2265
Event Type: seminar, retirement, scu
Organized By: Southbridge Credit Union
Latest Activity: Sep 5, 2013

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Event Description

Southbridge Credit Union's Smart Money Seminar Series

Consolidating of Retirement Assets

Planning for your retirement is important so don’t let disorganized retirement assets get in the way. You may have several retirement accounts and IRA’s and would like to simplify things or maybe you just retired and need to generate income from your retirement accounts.
This complimentary seminar will show you how to consolidate your retirement accounts and how IRA rollover accounts can simplify your life.

Speaker: Michael Hogan, CFS Financial Consultant
Take advantage of Michael’s 16 plus years in financial
services. With a FINRA 6 and 63 securities licenses
plus Life & Health licensed, Michael will show you
how to assess and plan for your investment and
retirement objectives.

DATE: Tuesday, September 24, 2013
TIME: 5:30 PM – 6:30 PM
PLACE: Southbridge Credit Union
Lending Center Community Room
155 Main Street, Southbridge, MA
Deadline for Registration:
September 20, 2013
Register by Calling the SCU Main Branch at
888-599-2265
or email us at info@sbgecu.org

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