Planning for a Successful Retirement
Many people don’t take the time to plan for a successful retirement. The fact is, the sooner you begin planning for your future, the better chance you will have to enjoy the fruits of your labor for many years.
To help you meet your retirement challenges of finances, role adjustments and health, BayPort Financial, available through CUSO Financial Services, L.P.*, in conjunction with BayPort Credit Union, offers workshops designed to better prepare you for the next phase of life.
Available Dates on the Peninsula:
- April 24
- May 22
- June 26
- August 28
- September 25
- October 23
Peninsula workshops are held from 5:00 p.m. - 8:30 p.m. at the Hampton Inn and Suites located at 3101 Coliseum Drive, Hampton, VA. Sandwiches will be provided. Space is limited.
*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.
Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.