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