FREE Merrill Lynch Luncheon:
IRA Rollover and Retirement Planning Strategies*
Wednesday, July 14, 12:00 p.m.-1:00 p.m.
Location: 66 Federal Credit Union, Norman Jonas Community Room, 501 S Johnstone
Don't miss this complimentary opportunity to have your financial questions addressed by Whit Culver, Senior Financial Advisor for Merrill Lynch.
Please join us for an informative discussion regarding various retirement issues, including:
- Roth Conversion
- Stretch IRA
- Net Unrealized Appreciation
- Withdrawal Strategies
The Investment Seminar is Wednesday, July 14, from 12:00-1:00 p.m. and will be held in 66 Federal Credit Union's Norman Jonas Community Room located in the basement of the 5th and Johnstone location. Lunch will be provided and reservations are required; seating is limited.
Reservations
To make your reservation, e-mail
Kristi_ray@ml.com or call (918) 586-8077. Make your reservation by 12:00 p.m. on July 13.
*Investment products and services offered through Merrill Lynch are not NCUA or NCUSIF insured, not guaranteed by
66 Federal Credit Union and may lose value. Investment advisors are employees of Merrill Lynch and are not employees of
66 Federal Credit Union.
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As a benefit of membership, 66 Federal Credit Union offers FREE financial coaching through
BALANCE™. This program is designed to provide several different assistance options to all members, regardless of income level or financial status. The financial coaching program is personalized; it is designed to fit your individual needs based on your particular situation via one-on-one coaching with a certified financial counselor. Some of the topics available are:
For more information about
BALANCE™ please click here.