2 Results

  • Ready, Set, Retire!

    Retirement is considered by many the “Golden Years” of adulthood. Our environment today challenges that mantra more than ever. The world is changing and so should the way you plan for retirement. Join your instructor in this class as he shares how proper retirement planning can help lead to the type of “Golden Years” you’ve always envisioned. DEREK DELANEY| Wealth Planning OfficerNote: Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
  • Securing Social Security; Today, Tomorrow, and for the Future

    For most, it’s a key factor to retirement success. However, with the numerous options available and continuous rule changes, selecting a social security strategy can be a challenging task. Join your instructor, DEREK DELANEY, | Wealth Planning Officer-  from Profinium, as he discusses the new landscape of social security and how it can be used to maximize your retirement potential. Note:Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.