Upcoming Seminars
UPDATED! Avoiding Thrift Savings Plan Investment Mistakes
cPort Credit Union’s Financial Planning Partner, Gary Slipp of Northeast Planning Associates, Inc.* will conduct this seminar where you will learn:
- Do I have the right mix of stocks and bonds?
- How you might reduce the risk of your TSP portfolio.
- What is the most important factor in determining portfolio return?
- Why you may want to transfer your TSP before you retire?
-
Are my beneficiary designations tax efficient?
Dates:
TBA
UPDATED! Retirement Planning for the Federal Employee
Gary Slipp CFP, Financial Planning Advisor with Northeast Planning Associates, Inc. and LPL Financial*, works with many of cPort’s members in the Augusta and Portland branches. Gary suggests that anyone within 5 years of retirement should consider attending one of these sessions. The seminar will cover the entire benefit package of the federal employee. (CSRS & FERS) Join Gary as he covers the following topics:
- Making the Lifetime Annuity/Pension Decision
- My Thrift Savings Plan (TSP)
- My Life Insurance Options
- Long Term Care
- Social Security
Dates:
Tuesday, September 14, at 5:30 pm (Augusta Branch)
Wednesday, September 15, at 5:30 pm (Portland Branch)
Your reservation is requested in advance and may be done by calling cPort Credit Union at 1-800-464-0253 or 207-878-6200 ext. 4129 or e-mail: shanner@cportcu.org. Please note that seminars may be cancelled due to low response. Please RSVP as far in advance as your schedule allows.
*Financial Planner offers advisory services through Northeast Planning Associates, Inc., a registered investment adviser. Securities offered through LPL Financial member FINRA/SIPC. The Credit Union, Northeast Planning Associates, and LPL Financial are not affiliated. Products and services provided; 1) are NOT federally insured; 2) are NOT obligations of the credit union; 3) are NOT guaranteed by the credit union; 4) may involve investment risks including possible loss of principal. Branch: 50 Riverside Industrial Parkway, Portland, ME 04103 Tel. (800) 464-0253.
