Retirement Planning Seminar

PREPARE FOR THE UNKNOWN
Please join us for a Retirement Planning Lunch-N-Learn

Join us as experienced investment professionals guide you through important details about the market to help you weatherproof your investments and protect your retirement portfolio! Complimentary lunch will be provided.

 

When: Wednesday, June 5th, 12pm - 2pm


Where: Napolatanos Restaurant | 606 NW 75th St, Gainesville

 

Presented by: Ken Toops, CRPC, Financial Advisor

with special guest

Tom O’Neil, American Funds

 

Did you know that FCU's financial advisor, Ken Toops, is avialble for  individual sessions? Ken can be reached at 352.377.4141, ext. 4272 or at KToops@swbc.com. You can also visit your local FCU branch to arrange an appointment.

 

 

                                                 

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member FINRA & SIPC. Advisory services offered through SWBC Investment Company, a Registered Investment Advisor. SWBC Investment Services, LLC & SWBC Investment Company are not affiliated with this institution.
*NO CREDIT UNION GUARANTEE *NOT NCUSIF INSURED *MAY LOSE VALUE
This seminar is for informational purposes only and should not be construed as an offer to sell or the solicitation of an offer to buy any security.