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DAFCU SEMINAR CALENDAR
Upcoming seminars
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| 70 ½ Birthday Party Celebration and Required Minimum Distributions! |
Date: Feb 13, 2012 - 2:00
Duration: 60 mins
Location: DAFCU Financial Center at 440 E 36th Ave on the 4th floor
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Description: This complimentary event will celebrate members turning 70 ½ in 2012, and educate about Required Minimum Distributions. Cake and refreshments will be provided.
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Outline:
You should find this workshop invaluable if you:
- Want to learn about Required Minimum Distributions (RMDs),
- Want to plan for a sustainable retirement income.
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Seats still available: 50
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Join:
View details
and
Register online
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Download Seminar Listings as PDF
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| Plan For a Sustainable Retirement Income |
Date: Feb 23, 2012 - 5:30 PM
Duration: 60 mins
Location: DAFCU Financial Center at 440 E 36th Ave on the 4th floor
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Description: Back by popular demand! - This complimentary workshop will discuss common concerns about retirement and tools available to plan for a safe and secure financial future.
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Outline:
You should find this wokshop invaluable if you are:
- tired of your 401k or IRA going back to where it was years ago,
- concerned about running out of money in retirement,
- interested in ways you can protect your hard earned money and financial future.
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Seats still available: 30
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Join:
View details
and
Register online
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Download Seminar Listings as PDF
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| Know Your IRA Options & Common Mistakes |
Date: Mar 15, 2012 - 5:30pm
Duration: 1 hr
Location: 440 E. 36th Ave. FInancial Center Branch, 4th Floor
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Description: Investment Services (available through CFS* our broker-dealer) is offering a complimentary workshop which will discuss options for your IRAs and also common mistakes people make. With an IRA deadline looming around the corner in April, make sure your current IRAs are set up appropriately or that any new ones will be mistake free. A few examples are:
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Outline:
ROTH vs. Traditional – which one do I qualify for?
Should I keep my assets in an employer-sponsored plan after severance, retirement, etc.?
Failure to complete an indirect rollover within 60 days
Should I invest my IRA contribution in a lump sum or invest monthly?
Naming trusts as beneficiaries
What is an in-service withdrawal and can I take an in-service withdrawal from my retirement plan at work?
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Seats still available: 30
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Join:
View details
and
Register online
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Download Seminar Listings as PDF
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