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Seminar Series




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All seminars take place at 26 Allen Street, unless otherwise noted.

Income For What’s Next

Presented By
Darren W. Doughty, Vice President
Franklin Templeton Investments
Hosted By Richard L. Rodrigue, Financial Advisor
Heritage Way

Topics:
• How Retirement Is Changing
• Prioritizing Goals And Concerns And Translating
Them Into Retirement Expenses
• Potential Retirement Income Sources
• Developing Your Retirement Income Strategy

Wednesday, September 3rd
5:30pm

A light meal will be served at the seminar.

For reservations, please call 888.252.8932
.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. 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. Thomas S. O’Brien is not affliated with CBSI or any of its representatives.



Wednesday, Sept 3rd @ 5:30pm 
Darren Doughty  Income For What’s Next (retirement planning)

 
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