Newsletter 2023 V3 Article - Retiring Confidently Forum 3.0

Join your UMassFive CFS* Financial Advisors Aimee Marden, Dana Graham, and Sam Einzig, with special guest speaker Matt Gill, Regional Vice President of National Life Insurance Company, for an engaging forum on the topic of retiring with confidence on Thursday, September 28 at 6 p.m.

Moderated by Brad Decker, MBA, our experienced panel will share their insights 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.

Bring your questions for our panel and use this opportunity to review your plans to ensure that you are on track to Retire Confidently. 

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UMassFive is also thrilled to formally introduce CFS Financial Advisor Sam Einzig. Sam primarily serves our UMass Worcester and Springfield/Mercy Medical Center branches and, just like our other Advisors, Sam is also available via virtual appointments. He has been a part of our UMassFive Financial & Investment Services team for several years and brings a wealth of knowledge to our team of Advisors.

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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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to Credit Union members.