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Optional Retirement Program (ORP)
Have you chosen the Optional Retirement Program and want to
learn more? Through CUSO Financial Services, L.P.* at UFCU we can help you navigate the complexities of ORP
so you can prepare for retirement. In this webinar, we’ll cover
the following topics:

• How ORP works vs. TRS
• Compare approved providers
• Contribution limits
• Voluntary retirement plans through your employer
• Investment options
• Which investment allocation options are best for you
• Managing your investment account
• Risk tolerance

*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. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

Jun 18, 2020 05:00 PM in Central Time (US and Canada)

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Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Rodney Nelson.