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Most of us imagine retirement as a happy time, a reward for a lifetime of hard work, full of possibility and potential. We have good reason to see retirement in a positive light. Americans are living longer, healthier lives than ever before. In fact, for some of us, retirement will make up a full third of our lives. Of course, this means that our retirement assets will have to do more for us over a longer period of time. This makes planning for our retirement essential.

In this seminar on Retirement Basics, you’ll learn:

• How to put together a retirement road map
• Factors that influence when you should retire and how long your retirement could last
• How to “crunch the numbers” by estimating your retirement expenses and retirement income, while factoring in inflation and taxes
• How to use tax-advantaged savings vehicles like IRAs and 401(k)s

You’ll also receive a complimentary workbook created just for this presentation. This workbook contains key information, worksheets, and questions to help you remember important points from the seminar.


Wednesday, November 2, 2022
5:30 PM

Birmingham Lobby
576 E. Lincoln St.
Birmingham, MI 48009

Join us for this seminar. RSVP Today:

Paula Swain and James Gasparotto are registered representatives of Lincoln Financial Advisors, a broker/dealer (Member SIPC) and registered investment advisor. 1000 Town Center, 26th Floor, Southfield Ml 48075. Michigan United Credit Union and Lincoln Financial Advisors have formed a strategic alliance. Securities, investment advisory services and insurance products offered through Lincoln Financial Advisors are not insured by NCUA or any other Federal agency, are not deposits of any credit union, not guaranteed by the credit union involves investment risk and may lose value up to the full value of principal invested. Michigan United Credit Union is not an affiliate of Lincoln Financial Advisors. Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Michigan United Credit Union | 576 E. Lincoln, Birmingham, MI 48009. CRN-5064606-102522