Attend our next Retirement Bound Workshop and learn about the five important steps to take now that may help you pave the way to a happier retirement.
Thursday, March 30, 2017
CAP COM Financial Center
4 Winners Circle, Albany, NY 12205
6:00 p.m. – Registration and light refreshments
6:30 - 8:00 p.m. – Workshop presentation
Register now using the form on the right.
Retirement Bound Workshop
Workshop: Thursday, March 30 from 6:30-8:00 p.m. at CAP COM Financial Center, 4 Winners Circle, Albany
CAP COM Financial Services and CAP COM Investment Services - Securities offered through LPL Financial, Member FINRA/SIPC. Annuities offered through LPL Financial or its licensed affiliates. A Registered Investment Advisor, CAP COM Financial Services is a division of CAP COM Federal Credit Union. CAP COM Financial Services and CAP COM Federal Credit Union are not registered broker dealers and are not affiliated with LPL Financial. Financial planning, tax preparation and insurance services offered through CAP COM Financial Services, LLC, a Registered Investment Advisor. LPL Financial Representatives offer access to Trust Services through The Private Trust Company, N.A., an affiliate of LPL Financial.
Not NCUA insured
No credit union guarantee
May lose value