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[/custom_frame_left] State Employees Credit Union is offering new and exciting tools that will help you plan for a successful retirement!
When most people imagine their retirement, they picture exciting vacations, the pursuit of new hobbies, and lots of leisure time. What most people don’t consider is the planning that is required – both before and after retirement –to have an enjoyable retirement. Estate planning and on-going financial planning will allow retirees to plan for their future and help them manage their money successfully.
At State Employees Credit Union, your successful retirement is important to us. Whether you are already retired or nearing retirement, we want to continue to be your financial partner. To that end, we are excited to offer some new tools that will help you plan for your retirement successfully.
SECU is offering the Retirement Risk Analyzer by financial planner Marta Nystrom free of charge to our members. This easy-to-understand booklet will assist you in taking your retirement lifestyle planning to the next level. It covers a variety of risk factors that might affect your retirement – longevity risk, long-term care risk, withdrawal risk, and more.
In addition to this helpful tool, SECU is also offering you a free half hour consultation with the author of the book, financial planner Marta Nystrom. As a Certified Retirement Financial Advisor who has worked with hundreds of individuals, Ms. Nystrom can provide you with strategies to potentially increase your social security payments, ensure that you don’t outlive your money, and overcome different investment risks. Ms. Nystrom is offering SECU members a half hour personal consultation at no cost – a $50 value. To take advantage of this offer, simply pick up a copy of Risk Retirement Analyzer at any of SECU’s branches and schedule your free consultation with Marta. You can also contact Marta directly at 505 473-9572 or visit www.structuredportfolio.com to schedule a meeting.
SECU is also offering a free 40 minute webinar on May 10, 2012 at 11:00 am MDT, open to anyone who is interested. Secrets to Getting More Social Security Income, hosted by Marta Nystrom, will help retirees or those nearing retirement discover how they can use their spouse’s or ex-spouse’s social security benefits to increase their income. This is information that you won’t find at the social security office!
To sign up for the webinar follow this link: https://www4.gotomeeting.com/register/356832191. After you have signed up, you will receive information about accessing the webinar.
Whether you’re nearing retirement or are already retired, these tools will help you make the most of your retirement while also optimizing your income. With SECU as your financial partner, you will be able to realize all of your dreams for retirement.
A New Mexican Perspective
