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Retirement Bound

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, June 29, 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.

For more information, contact Kathy Penfold at kpenfold.capcom@lpl.com, or call (518) 782-0209, ext 4162.

Can't make the workshop? Click here to schedule a complimentary appointment with a CCFS Advisor to discuss your retirement plans.

CCFS

Retirement Bound Workshop

Workshop: Thursday, June 29 from 6:30-8:00 p.m. at CAP COM Financial Center, 4 Winners Circle, Albany

Seats
Do you have a CAP COM account?
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