Retirement Income Planning Workshops (July 2019)

Complimentary workshops planned in Westby, Richland Center and Baraboo.

woman walking on the park at sunset.


for community members interested in Retirement Income Planning

Registration is required. Seating is Limited.
Register using buttons below or call any WCCU Branch or send an email.

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.

All participants will receive a free workbook created just for this workshop. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar. You will also receive a complimentary financial analysis using advanced software that can assist in all aspects of financial planning, including saving for college and retirement income planning.

The one-hour workshop is complimentary and open to all community members.

  • Learn to set retirement goals and devise a plan to meet them
  • Discuss retirement saving strategies
  • Explore factors that influence when you should retire and how long your retirement could last

Seating is limited; Registration is required. Make your reservation online or call any WCCU location and ask to make your reservation for the Retirement Workshop. All workshops begin at 4:45 p.m. and will run approximately one hour. We look forward to seeing you there.

WCCU Westby
Monday, July 15
4:45 PM

501 N. Main Street, Westby

WCCU Baraboo
Tuesday, July 16
4:45 PM

1333 South Blvd, Baraboo

Richland Center
Wednesday, July 17
4:45 PM

2403 Hwy 14 E., Richland Center

This communication is strictly intended for individuals residing in the states of AZ, IL, SD, WI. Brandi Walton of WCCU Investment Consultants offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Investments are not insured by the FDIC/NCUA and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment. Westby Co-op Credit Union is not a Registered Broker-Dealer or Registered Investment Adviser. Westby Co-op Credit Union and Commonwealth Financial Network® are separate and unaffiliated entities. Fixed insurance products and services offered through WCCU Investment Consultants or CES Insurance Agency.

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