When planning for retirement, healthcare tends to be one of the top three expenses people underestimate. Healthcare is not something you want to leave to chance. Have you estimated your out-of-pocket expenses for prescription drugs? Do you know what items, such as dental care, are not covered by Medicare? What is this thing called the "Donut Hole" and how might it apply to you?
Have Questions? We Have Answers
These questions and much more will be addressed in our upcoming seminar taking place on August 12th at our California Street branch at 12:00pm. Lunch will be provided. This seminar will be hosted by our CFS* Financial Advisor Dennis Adams (CA Insurance License #0A66675) and presented by Jeremy M. Palac, Regional Vice President, Fidelity Investments Institutional Services Company, Inc.
RSVP to Attend Our Seminar
RSVP by calling (415) 674-4846, emailing firstname.lastname@example.org, or simply fill out the RSVP form below.
Please indicate your full name, the number of people in your party (including yourself) in the fields below:
*Insurance products and services are offered through CUSO Financial Services, Inc. ("CFS"). Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are licensed through CFS. The Credit Union has contracted with CFS to make insurance products and services available to credit union members.