FORUM Private Client Group - Education Seminar

How do you know what you don't know?

Preparing for a successful retirement. 

There is a lot that goes into managing retirement funds. How much risk are you really taking? What should you expect for medical expenses? And how should you pay yourself? If you are planning on retiring in the near future or have questions about how you are currently managing funds in retirement, please join us as we cover these questions and more.
 

Choose a date and location that works best for you:

Date: Saturday, August 22

Time: 9:30 - 11:00 am
Location: FORUM Credit Union Headquarters - 11313 USA Parkway, Fishers, IN 46037

OR
 

Date: Wednesday, August 19

Time: 6:30 - 8:00 pm
Location: Zoom Call

Seating is limited. Please RSVP by August 17. 


Please contact Chris Cromwell at 317.558.6322 or chris.cromwell@forumpcg.com with any questions.

Funds invested through Private Client Group are not NCUA insured and may involve a loss of principal. No credit union guarantee.