NAPERVILLE – July 19, 2018 – Attend DuPage Credit Union’s Retirement University seminar series, from 6 to 7 p.m. Tuesdays, August 7th, 14th and 21st at its Naperville Operations Center, 1515 Bond Street, to help plan for your future.
Whether you attend all three sessions or just one, you’ll walk away with a better understanding of topics such as income-generating investments, Social Security and Medicare. These no cost, no obligation seminars are hosted by DuPage Financial Advisor Tom Trost, a CERTIFIED FINANCIAL PLANNER™ professional and Certified Financial Planner™ Cindi Hill who specializes in Medicare planning. Both Tom and Cindi are Registered Representatives of CUNA Brokerage Services, Inc. a broker/dealer, member FINRA/SIPC.
Seminars featured in Retirement University are:
- Clear Road to Retirement, August 7th
- Topics include: Fluctuating investment returns, changing regulations, inflation, healthcare costs and outliving your assets.
- Social Security & Your Retirement, August 14th
- Topics include: Rules for collecting Social Security benefits, recent changes and routes to potentially increase your benefits.
- Understanding Medicare, August 21st
- Topics include: Regulations, tips for choosing your coverage and help figuring out the best Medicare plan for you.
For details or to sign up, visit dupagecu.com or call 800-323-2611.
About DuPage Credit Union
DuPage Credit Union is more than just a bank we’re a Member-owned financial institution united by a common spirit. As a not-for-profit credit union with more than 35,000 Members, we’re energized to create memorable banking experiences to help with life’s events, big and small. We offer financial solutions to anyone who lives or works in DeKalb, DuPage, Kane, Kendall, Lake, McHenry and Will counties; or attends school in DuPage County. To learn more about DuPage Credit Union, visit dupagecu.com, call 800-323-2611 or stop by a Branch Office. Deposits are insured to $250,000 per account by American Share Insurance. By Members’ choice this institution is not federally insured. DuPage Credit Union is an Equal Housing Opportunity Lender. NMLS #445096. DuPage Credit Union…banking inspired.
About Tom Trost
Tom is a Registered Representative of CUNA Brokerage Services, Inc. a broker/dealer and a member of FINRA and SIPC, with a select portfolio of securities products and a licensed insurance representative of CMFG Life Insurance Company. Tom works out of DuPage Credit Union’s Wheaton Branch, 625 E. Roosevelt Road.
About Cindi Hill
Cindi is a Registered Representative of CUNA Brokerage Services, Inc. a broker/dealer and a member of FINRA and SIPC, who lends her expertise on IRAs and qualified retirement plans, Social Security claiming strategies, and Medicare Planning at credit union events, conferences and industry meetings nationwide.
Insurance & Investments and MEMBERS are marketing names for the products, services and programs offered by CMFG Life Insurance Company (CMFG Life), MEMBERS Life Insurance Company (MEMBERS Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates.
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. The CFP® certification marks are not affiliated with CUNA Brokerage Services, Inc. CBSI, FR-2176489.1-0718-0820