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Retirement and Investment Seminars

The virtual seminars below have been postponed.  We will notify you of the new dates and times once scheduled.  We apologize for any inconvenience.  

 

Plan now for Health Care Costs in Retirement*

Date:  TBA
Time:  TBA
Host:  SRP Retirement & Investment Services Representatives Bradley Key and Kevin Eidell
Guest Speaker:  Chris Rosoff of Fidelity Institutional
 

With health care spending projected to grow 5.4%* annually, health care costs remain the largest threat to retirement savings.  Make health care a critical part of your retirement income plan.

Gain a better understanding of:

  • Coverage options, including Medicare
  • Health care costs in retirement
  • Steps you can take to develop a plan with your financial representative

 

Women and Investing**

Date:  TBA
Time:  TBA
Host:  SRP Retirement & Investment Services Representatives Bradley Key and Kevin Eidell
 

Finding and Funding Your “Why”

Women now control the majority of personal wealth in the United States and are in a greater position of financial strength than ever before. Your voice in the financial planning process is vital.

But there are countless ways to get involved. What’s right for you?

Bradley Key and Kevin Eidell, financial professionals at SRP Retirement & Investment Services, invite you to join us as we explore how your “Why” in life can help define your role in the financial planning process—on your terms.

 

Securing Social Security***

Date:  TBA
Time:  TBA
Host:  SRP Retirement & Investment Services Representatives Bradley Key and Kevin Eidell

 

A well-designed strategy can help simplify the social security filing process. Join our presentation to learn how common circumstances can impact your options when claiming your social security benefits.

During our presentation, we will review strategies for complex situations including:

  • When to consider claiming Social Security benefits
  • How being married, divorced or widowed can impact your benefits
  • How to potentially give your Social Security check a boost
  • How benefits for one spouse can be affected depending on many factors, including when and how the other spouse files

This presentation will help to educate you on the many decisions involved in claiming Social Security benefits, as well as their consequences, and suggest strategies that can offer an opportunity to maximize the benefits received.

 

 

 

SRP Retirement & Investment Services professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.  Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.  CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

*Information provided in this document is for informational and educational purposes only. To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client’s investment decisions. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.
Fidelity Investments & Pyramid Design is a registered service mark of FMR LLC.
Fidelity Investments and SRP Federal Credit Unionare not affiliated. This seminar is sponsored and financially supported by Fidelity Investments. This educational event is not affiliated with any employer or Fidelity-managed workplace retirement plan.
1. Centers for Medicare and Medicaid Studies, National Health Expenditures Projections, 2019–2028.
2. 2020 Retiree Health Care Cost estimate based on a hypothetical couple retiring in 2020, 65-years-old, with life expectancies that align with the 50% mortality age based on the Society of Actuaries RP-2014 Mortality Table projected with Mortality Improvement Scale MP-2017 as of 2018. Actual assets needed may be more or less depending on actual health status, area of residence, and longevity. Estimate is net of taxes. The Fidelity Retiree Health Care Cost Estimate assumes individuals do not have employer-provided retiree health care coverage, but do qualify for the federal government’s insurance program, Original Medicare. The calculation takes into account cost-sharing provisions (such as deductibles and coinsurance) associated with Medicare Part A and Part B (inpatient and outpatient medical insurance). It also considers Medicare Part D (prescription drug coverage) premiums and out-of-pocket costs, as well as certain services excluded by Original Medicare. The estimate does not include other health-related expenses, such as over-the-counter medications, most dental services and long-term care. Fidelity Institutional Asset Management® (FIAM®) provides registered investment products via Fidelity Distributors Company LLC and institutional asset management services through FIAM LLC or Fidelity Institutional Asset Management Trust Company. Fidelity InstitutionalSM provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC (Members NYSE, SIPC); and institutional advisory services through Fidelity Institutional Wealth Adviser LLC. 609199.10.1 FIAM-BD 1.941113.109 0820

**Important Information
T. Rowe Price is not affiliated with SRP Retirement & Investment Services
© 2020 T. Rowe Price, Invest With Confidence and the bighorn sheep design are, collectively and/or apart, trademarks or registered trademarks of T. Rowe Price Group, Inc. All rights reserved.
T. Rowe Price Investment Services, Inc.
CCON0056420 USI
202009-1293632

***This seminar is sponsored and financially supported in part by Franklin Templeton Distributors, Inc.

This communication is general in nature and provided for educational and informational purposes only. It 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. 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. 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. Always consult a qualified professional or your own independent financial professional for personalized advice or investment recommendations tailored to your specific goals, individual situation, and risk tolerance. Franklin Templeton does not provide legal or tax advice. Franklin Templeton is not responsible for content on the Social Security Administration's website. Federal and state laws and regulations are complex and subject to change, which can materially impact your results. Franklin Templeton 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 and investments involve risk, including possible loss of principal.
Franklin Templeton Distributors, Inc., One Franklin Parkway, San Mateo, CA 94403-1906