An Introduction to Annuities*

2960 Diagonal Highway,Boulder CO 80301

20 April, 2023

Description

Do you understand annuities? Get to know the ins and outs of these insurance-based contracts, where you pay after-tax dollars to the issuer, the issuer invests the money for you, and your earnings accumulate tax-deferred. We’ll share more about the mechanics of these accounts and reasons to consider buying an annuity. This is an IN-PERSON seminar, held at the 2nd floor Community Room at our Boulder Diagonal Branch, located at 2960 Diagonal Hwy, Boulder, CO 80301. Lunch will be provided. * Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Elevations Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor. |retirement