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Planning for Retirement Webinar

retired couple

Sound Credit Union, CUSO Financial Services*, and Franklin Templeton** present Planning for Retirement. This webinar is meant to provide you with financial guidance on what to do with your 401(k) and retirement investments.

Our presenter is Joseph Sunwoo, CFP®, CIMA®, Vice President – Senior Advisor Consultant at Franklin Templeton

Our panelists include:

  • Beau Kelly, Financial Advisor, CUSO Financial Services
  • Mike Lin, Financial Advisor, CUSO Financial Services

Download presentation 


Questions? Contact us!

*Non-deposit investment products and services are 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

**This communication is general in nature, and should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel and provided for educational and informational purposes only. Any investment products or services named herein are for illustrative purposes only, and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. How and when to claim Social Security benefits is a personal decision, and can depend on a number of factors—such as your financial and individual situation, health, family longevity, and tax and social security laws which can be complex and subject to frequent change. Always consult a qualified professional or your own independent financial professional for personalized advice and investment recommendations tailored to your specific goals, individual situation, and risk tolerance.

Franklin Templeton does not provide legal or tax advice. Federal and state laws and regulations are complex and subject to change, which can materially impact your results. Franklin Templeton Distributors, Inc. (FTDI) cannot guarantee that such information is accurate, complete or timely; and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.

All financial decisions, strategies, and investments involve risks, including possible loss of principal. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Bond prices generally move in the opposite direction of interest rates. Thus, as the prices of bonds in the fund adjust to a rise in interest rates, the fund’s share price may decline. Changes in the financial strength of a bond issuer or in a bond’s credit rating may affect its value.

Fluctuations in the financial markets and other factors may cause declines in one’s account. Diversification and asset allocation strategies do not ensure a profit or protect against a loss. There is no guarantee that any particular asset allocation will meet one’s investment goal, provide one with a given level of income, or provide sufficient funds to meet future retirement needs. Investors are strongly advised to consult with appropriate financial, legal or tax professionals about one’s specific circumstances and individual goals.

Important data provider notices and terms available at www.franklintempletondatasources.com.

Investors should carefully consider a fund’s investment goals, risks, charges and expenses before investing. To obtain a summary prospectus and/or prospectus, which contains this and other information, talk to your financial professional, call us at  (800) DIAL BEN/342-5236 or visit franklintempleton.com. Please carefully read the prospectus before you invest or send money.

Franklin Templeton Distributors, Inc.

One Franklin Parkway

San Mateo, CA 94403-1906

franklintempleton.com

 

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