Road to Retirement

Join us for a complimentary workshop to help you identify your financial goals and answer your retirement questions.
Alaska USA Financial Advisors hold a variety of complimentary workshops throughout the year to show you how to plan, make strategic decisions, stay on target, and how retirement is about more than just investing.

Have you heard?

61 ½ is the new happy!

 

There are many routes to retirement—picking the right one for your unique circumstances can make a BIG difference. Financial Advisor James Kirk is holding a complimentary workshop to help you identify your personal financial goals and answer your retirement questions.

Join James as he covers a wide variety of important topics, including:

  • Discuss retirement goals
  • Address decisions faced in retirement
  • Consider new retirement obstacles
  • Discuss the challenge of setting up a retirement income stream
  • Describe the retirement income planning process

 

Victorville Financial Center
14250 7th Street | Victorville, CA »
March 31, 2020 from 6:00 - 7:30 pm

 

You are welcome to bring a friend, but space is limited so please RSVP today.

Questions? Call 907-646-6424.

Space is limited. RSVP today!

James Kirk

Meet your Financial Advisor: James Kirk, CLU®, CHFC®, LUTCF®, RICP® 

James has been in the financial services industry for more than 28 years and has been a financial advisor for 16 years. He assists members with a wide range of goals, including wealth accumulation, retirement income planning, wealth transfer planning, savings for education, business succession planning, and insurance protection. James works with his members to help define their financial goals and concerns, and then carefully creates plans that align with their specific needs, time horizons, and tolerance for risk.

Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Alaska USA Financial Planning & Investment Services, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-2958335.1-0220-0322 Exp. 03/19/2022

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