MITFCU Financial & Retirement Services
Take a minute to consider your various financial goals, from sending your kids to college to purchasing adequate life insurance to retiring. We can help! We provide a range of products and services that can be tailored to your unique needs. Richard J. Erickson, CFP® can provide you with a no-cost, no-obligation analysis. Contact Richard today at 617.324.3832 or Rich.Erickson@cunamutual.com to set up your appointment.
To learn more about Rich & this program, click here.
For a detailed list of products & services, click here.
Don't miss these opportunities.
Richard will be presenting no-cost, no-obligation financial seminars in the upcoming months, and you are invited to attend.
| Topic |
Date |
Location |
| Investment Fundamentals | 8/25/2010, 12pm | Lincoln Lab, Room AC-120 |
| 8/31/2010, 5:30pm | Stata Center, Room 32-155 | |
| Estate Conservation | 9/28/2010 | TBD |
| 9/29/2010 | Lincoln Lab, Room AC-120 | |
| Tax Strategies | 11/17/2010 | Lincoln Lab, Room AC-120 |
| 11/23/2010 | TBD |
Spots are limited, reserve yours today.
Click here for RSVP information, full schedule & descriptions.
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 (866) 512-6109. 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.
