Retirement Planning Seminar

Be prepared for your future.

Planning for life during retirement is an essential step in your financial journey. With people often living longer, you may be retired for longer than you think. Having a financial plan for this time period is important for building a happy, and stress-free retirement.

Chaffey FCU has teamed up with the experts at Aros Asset Management, Inc. to bring you a Retirement Planning Seminar to make your retirement planning process easier. Receive guidance and insight to help you build the life you desire in your retirement.

 

Saturday, February 22nd, 1:30pm

CFCU Rancho Cucamonga Branch

11563 Foothill Blvd. Rancho Cucamonga, CA 91730

In-Person RSVP

 
 

Virtual Meeting RSVP

 
 
 
 

 

Questions to Ask Yourself as you Plan for Retirement

Will I have enough money to maintain my lifestyle?

Do I know where my retirement income will come from?

Should I retire now? Or work a few more years?

Will my money last through my retirement?

 
 
 
 

How do I create a plan for retirement?

  • Understand your personal expenses and income

  • Know how to cover your essential expenses

  • Plan for your discretionary expenses

  • Review and update your plan accordingly

 

The Five Key Risks of Retirement

Know how to prepare yourselves for these obstacles during your retirement.

  • Longevity

  • Medical

  • Inflation

  • Allocation

  • Withdrawals

 
 
 
 

Presenters from Aros Asset Management!

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Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

There are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.

 
 

Check the background of your financial professional on FINRA's broker check

The financial consultants of Aros Asset Management are registered representatives with and, offer securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Chaffey Federal Credit Union and Aros Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Aros Asset Management.

The LPL Financial Representatives associated with this website may discuss and/or transact securities business only with residents of the states in which they are properly registered and/or licensed. No offers may be made or accepted from any resident of any other state. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Chaffey Federal Credit Union or Aros Asset Management.

Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value