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Webinar: Income Savvy – Turning Your Assets into Retirement Income

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Event Description:

A photo of a notepad with Retirement Plan on it next to a pen and calculator.

Income Savvy – Turning Your Assets into Retirement Income  |  Webinar
Wednesday, August 12, 2020

This month’s webinar will cover the topic of Retirement Income. Please join us for this FREE financial education webinar and learn how to make informed decisions about your retirement income and create a personalized income strategy that’s right for you.

According to a recent survey:

  • 49% of investors identified a market decline as their greatest fear (based on an AIG Income Savvy survey, 2017)
  • 7 or 10 consumers age 55-75 believe that financial advisors have a responsibility to discuss guaranteed lifetime income to meet their retirement needs (based on the Fourth Annual Guaranteed Lifetime Income Study, Greenwald & Associates and CANNEX, 2018)

Get in on the conversation and plan for your retirement.

 

Photo of Kim Weitzel, Financial Advisor with Hawaii State FCU

Hosted by:
Kimberly I. Weitzel, CFS* Financial Advisor, Hawaii State FCU

Weitzel is registered through CUSO Financial Services, L.P. (“CFS”)* and has more than 15 years of experience in the financial industry. She provides strategic financial management solutions for clients interested in investing, estate and retirement planning, retirement spending, long-term care solutions and more. Learn more about Kim.

 

Photo of Kevin Barr, CRPC with AIG Financial Distributors

Guest Speaker:
Kevin Barr, CRPC®, AIG Financial Distributors

The webinar will be conducted by Kevin Barr, CRPC® with AIG Financial Distributors. As a Divisional Vice President, Kevin travels throughout southern and central California, Oregon and Hawaii, working with financial advisors to provide out-of-the-box ideas and strategies for getting results, no matter the changes or challenges in the marketplace.

 

Organizer:
Hawaii State FCU Marketing
808-447-8070
[email protected]

 

Register

 

* 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. Hawaii State Federal 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.

Event Details

Date:
August 12

Time:
10:00 am - 11:00 am

Cost:
FREE

Event Category:

Venue

Webinar Only:
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