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Seminars
2012 BayPort Financial Seminar Series
Hosted by Mark McKnight & Margaret Taylor
To RSVP call (757) 928-8931.
All seminars begin at 6:30pm.
| Date | Topic | Speaker | Location |
| March 20 | Investment Basic | Mark McKnight | Chesapeake Branch |
| May 15 | Retirement Income Planning | Mark McKnight | Suffolk Branch |
| August 14 | Long Term Care | Mark McKnight | Smithfield Branch |
| August 21 | Retirement Income Planning | Mark McKnight | Chesapeake Branch |
| Sept. 18 | Retirement Income Planning | Mark McKnight | Smithfield Branch |
| Nov. 13 | Long Term Care | Mark McKnight | Hidenwood Branch |
Hosted by Mike Long & Stephanie Bard
To RSVP call (757) 896-8774 or email: sbard@bayportcu.org
| Date | Time | Topic |
| Feb. 28 | 4:00 | All About Required Minimum Distributions |
| Mar. 22 | 4:30 | The Retirement Guidebook |
| Apr. 12 | 4:30 | The Retirement Guidebook |
| May 17 | 6:30 | Effect of Economic Realities on Your 401k |
| June 21 | 4:30 | The Retirement Guidebook |
| July 19 | 4:30 | The Retirement Guidebook |
| Aug. 23 | 4:30 | The Retirement Guidebook |
| Sept. 20 | 4:30 | The Retirement Guidebook |
| Oct. 18 | 4:00 | All About Required Minimum Distributions |
| Nov. 15 | 4:30 | The Retirement Guidebook |
Synopsis
All About Required Minimum Distributions
At age 70 1/2, the IRS mandates you must start taking withdrawals called Required Minimum Distributions (RMDs) from your retirement accounts. Learn the many details of this requirement.
The Retirement Guidebook
Three speakers share their field of expertise to help guide you throughout "this thing called retirement."
Chapter 1 - The Realities of Entering an Assisted Living/Nursing Home Facility
Chapter 2 - The Ins and Outs of Social Security
Chapter 3 - Making the Pieces Fit
Chapter 4 - Coordination: Nuts & Bolts
Effect of Economic Realities on Your 401k
Discussion of asset allocation of 401ks and other employer-sponsored retirement plans.
Non-deposit investment products and services offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. 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 registered through CFS. Newport News Shipbuilding Employees' Credit Union (NNSECU) has contracted with CFS to make non-deposit investment products and services available to credit union members. BayPort Credit Union is a DBA name for Newport News Shipbuilding Employees' Credit Union. eVision® is a registered trademark of CFS.
