Brian M. Fernandez, Corporate Retirement and Benefits Specialist, and Managing Partner of CrestPointe Financial Partners, LLC, and guest speaker for this seminar will educate attendees on not only the importance of starting
a retirement plan, but also how easy it can be to implement.
Mr. Fernandez will cover a number of topics including how to budget one’s finances to meet retirement lifestyle goals, creating the steps to build a plan that will preserve one’s retirement funds with easy-to-understand techniques, maintaining a long-term investment strategy, and provide tips to determine one’s personal risk tolerance.
The July 27 seminar is presented without charge. To register, visit www.mcgrawhillfcu.org/educationseries, call
1-800-226-6428, extension 6508, or email jbeans@mcgrawhillfcu.org
