Workshop Details & Signup

September 20, 2018

Retirement Income Planning

6:00PM - 7:30PM

Seawell's - 1125 Rosewood Drive ( Map It )

Event Details

If you only have a hit-or-miss plan for generating retirement income, you may not enjoy the stress-free retirement journey you've worked so hard for. Don't let this happen to you. Learn answers to your retirement income planning questions now.

Join Palmetto Citizens Trust & Investment Services for this no-cost, no-obligation, adults-only workshop. We'll concentrate on the strategies and planning necessary to help make your retirement successful and will answer common questions for retirees, such as:

How do I get the most from my pension or TERI account?
How can I make sure I can meet my health care needs?
How should I invest to generate income during my retirement?
What sources of income should I draw upon and when?

There is no cost to attend and a complimentary dinner will be served at the start of the workshop. Seating is limited, so reserve your place now.

If you have any questions, or would like any additional information, please email us or call (803) 376-2807.

Workshop Registration

Sorry, this workshop has already taken place. Please visit our calendar to view other upcoming workshops.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. 1385-P1786F3 (1107)