Retirement Income Planning Seminar

Jared Stanley: Retirement Income PLanning Seminar

Thursday, Sep 26, 2019

6:00 p.m. - 7:00 p.m.

Event Registration
Jared Stanley

Presented by Jared Stanley, CFP®, Senior Financial Advisor

Jared Stanley

Coatesville Country Club

143 Reservoir Road
Coatesville, PA 19320

Understanding Healthcare During Retirement

Join CFS* Senior Financial Advisor Jared Stanley, Certified Financial Planner** (CFP®), and guest speaker Steven M. Calandra, VP, Nationwide Retirement Institute for a complimentary, no obligation seminar to learn about:

  • The retirement income challenge
  • Understanding healthcare and Medicare
  • Creating a plan to address healthcare costs

Light refreshments will be served.

Can’t make it to the event? We have Financial Advisors in several local regions. See which area is closest to you, and book a complimentary, no obligation financial review. Start your retirement planning today!

*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 Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Our CFS* Investment Team can help you plan for your future.

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