Sound Credit Union and CUSO Financial Services* present Reduce, Retire, Relax. This webinar recording and download will provide you with ﬁnancial guidance on what to do with your 401(k) and retirement investments.
Our presenter is Lars Gouwerok, Regional Vice President of Symetra**.
Questions? Contact us by phone or email!
*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.
**Lars Gouwerok and Symetra are not affiliated with CUSO Financial Services, L.P. or its associates.
Annuities are issued by Symetra Life Insurance Company, 777 108th Ave. NE, Suite 1200, Bellevue, WA 98004. Not available in all U.S. states or any U.S. territory.
Annuity contracts have terms and limitations for keeping them in force. Contact your financial professional or insurance producer for complete details.
Guarantees and benefits are subject to the claims-paying ability of the insurance company.
Products and services vary by distributor.
This material should be regarded as educational information and is not intended to provide specific investment, tax or legal advice. If you have questions regarding your particular situation, you should contact your legal or tax professionals.