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Events

Job Changes Retirement Seminar

Free Seminar: Job Changes and Your Retirement Assets

Date:
Wednesday, February 15, 2017 (6:00pm - 8:00pm)


Details:
  • Understanding your retirement options

  • Ways to invest your money after you change jobs

  • Making the most of tax-advantaged accounts

Speakers: Michael Toy and Patrick Thor

Financial Advisors for KeyPoint Financial Services, assisting members of KeyPoint Credit Union with financial and retirement planning.


You do not need to be a KeyPoint member to attend. Light snacks and refreshments will be provided.




 Not NCUA Insured 
 No Credit Union Guarantee 
 May Lose Value 
The financial consultants at KeyPoint Financial Services are registered representatives with and Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment Advice offered through PFG Advisors, a registered investment advisor. PFG Advisors and KeyPoint Financial Services are separate entities from LPL Financial. KeyPoint Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (AZ, CA, CO, FL, GA, KS, MD, MA, MI, NV, NC, OR, TX, UT).