Newsletter 2022 V3 Article - Retire Confidently
Join two of your UMassFive CFS* Financial Advisors Cooper Cerulo and Aimee Marden, with special guest speaker Kevin Flynn, VP, Lincoln Financial Group for an engaging forum on the topic of retiring with confidence on Wednesday, September 28.
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Moderated by Brad Decker, MBA, our experienced panel will share their insight and knowledge regarding your financial circumstances following several years of financial uncertainty for many. Understanding the current economic environment and applying appropriate fundamental financial strategies may help you feel more confident about your future.
Meet Our New Investment Advisor Assistant: Emi Lee
Have you met Emi? She’s the newest member of UMassFive’s Retirement Planning and Investments team available through CUSO Financial Services, L.P.* and is currently working towards a license to become an advisor herself. Emi supports CFS* Advisors Aimee Marden and Dana Graham at our Hadley, Amherst, and Northampton branches by scheduling appointments, sending appointment reminders, and helping with advisor administrative duties and service work, and she is the main contact for their FIS clients. After joining UMassFive as a part-time Member Service Representative in November 2019, Emi quickly transitioned into a full-time position as a Member Service Specialist at the Hadley Branch in March 2020. In that role, Emi excelled at educating members financially and connecting them to the Financial Services most relevant to their needs. Her background includes a bachelor’s degree in Anthropology from Smith College, and she applies her knowledge from that field to help others improve their financial well-being. Outside of work, Emi enjoys tango dancing, biking, and spending time with her adorable grey tabby, Lola.
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Contact Emi today to schedule an appointment with Aimee or Dana, our CFS* Financial Advisors at 413-468-0099 or elee@umassfive.coop
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*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 guarantees or obligations of the Credit Union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UMassFive College Federal 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) and its Registered Representatives do not provide tax or legal advice. Clients should always check with their tax advisor before engaging in any transaction involving IRAs or tax-advantaged investments. Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.