Who needs the lottery?

A well-planned retirement could lead to a comfortable retirement. During this no-cost seminar, you’ll enjoy somelight snacks as CFS* licensed financial advisor working with Ardent Investment and Retirement Services, John Trezza, discusses possible sources of retirement income, investment risks and rewards, healthcare and long-term care, working risks and rewards, well as tax implications.

Learn more about:
• Social Security benefits
• Pension plans
• Personal assets
• Retirement disbursements

Tuesday, October 17, 2017
1500 Spring Garden Street, Suite 500
5:30p – 6:30p  Workshop

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

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Downsizing and Rightsizing

Helping Mature Adults Evaluate Housing Choices

Topics to include:

  • Using a decision-making process when evaluating the ‘right housing choice.”
  • Exploring the physical, financial, and emotional aspects of the decision process
  • Introducing a new program for purchasing a home which never requires monthly mortgage payments
  • Tips on selling your home faster, at the market price and with less closing costs
  • Where can I go to find a low maintenance housing lifestyle home?

Thursday, October 19, 2017
Oaks Branch
5:30p – 6:00p  Networking/Reception
6:00p – 7:30p Workshop

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Webinar: On the Road to Riches: The Basics of Saving and Investing

Investing is one of the smartest things consumers can do to secure a brighter financial future. Every investor has different goals, risk tolerance, and cash flow, which will impact savings and investment choices. Participants will learn about savings strategies and tactics, investment tools, and how to develop an investment portfolio that works with their lifestyle and budget.

Tuesday, November 7
1:30p- 2:30p

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Beat the Holiday Stress & Chocolate Tasting

Walk away with:

  • The difference between good stress and bad stress
  • Techniques to de-stress in less than 5 minutes
  • What to eat to reduce inflammation created by stress
  • Strategies to boost your brain power
  • Overcome limiting beliefs that keep you stuck in stressful patterns
  • And, experience how chocolate is a necessary luxury

Wednesday, November 8, 2017
Oaks Branch
5:30p – 6:00p  Networking/Reception
6:00p – 7:30p Workshop

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The 7 Keys to a Successful Retirement

• During this session we will focus on 7 areas critical to your retirement planning!
• We will also touch on a few areas to help you avoid some of the pitfalls as you
   approach and enter into retirement.

Wednesday, November 15
Oaks Branch
5:30p – 6:00p  Networking/Reception
6:00p – 7:30p Workshop

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Wine Tasting

Join us for a lively discussion and wine tasting!
Jeff Poli, certified Sommelier, will delight attendees in this wine tasting evening and lecture. Jeff will discuss wines from his studies in Bordeaux and Champagne France, as well as California wines from Napa, Santa Barbara, Santa Maria and Sonoma County.

Thursday, December 14 
Oaks Branch
5:30p – 6:00p  Networking/Reception
6:00p – 7:30p Workshop

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