Destination Independence: Seeking a Lifetime of Financial Security

Hosted by
Richard Rodrigue, Financial Advisor

Presented By
Jeffrey A. Smock, CRC®, Regional Vice President, Pacific Life

Wednesday, May 15th
6:00pm - 7:00pm

Discussion Topics:
• Longevity • Inflation • Retirement Planning • Income Planning
• Investment/allocation Disciplines
• The Use Of Mutual Funds & Annuities
Plus...
The Many Issues Facing Today’s Generations And Some Important Points To Consider As They Prepare For Retirement. 

A light dinner will be served at the seminar.

To Sign Up For This Seminar Call Toll-Free 888.252.8932.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. Jeffrey A. Smock and Pacific Life are not affiliated with CBSI or its representatives.