Where do you get your retirement planning advice?

From a call center, over the phone, with a total stranger every time you call?

At Charter Oak Retirement and Investment Services, relationships matter. That’s why helpful advice and retirement planning are available right here, in person.

The Charter Oak Retirement and Investment program is offered through CUNA Brokerage Services, Inc.*, a broker/ dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Retire in Good Financial Health e-brochure

COMPLIMENTARY VIRTUAL FINANCIAL EDUCATION WORSHOPS

Wednesday, December 2, 2020
6:00pm Eastern

Social Security and Your Retirement

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security? Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider.

Reserve your virtual seat.

Tuesday, December 8, 2020
12:00pm AND 6:00pm Eastern

Income for Life – Guaranteeing retirement income to last a lifetime

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?

Reserve your virtual seat for 12pm

Reserve your virtual seat for 6pm

Wednesday, December 9, 2020
6:30pm Eastern

Women and Investing: Steering toward retirement

There’s no denying the facts: Women tend to earn less and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men.

Reserve your virtual seat.

TALK TO OUR FINANCIAL PROFESSIONALS TODAY!

Stephen A. Sylvester, CRPC®
Vice President
Wealth Management
Direct Line: 860.446.1842
Fax: 608.218.2199
1055 Hartford Turnpike
Waterford, CT 06385
OR
32 Chicago Avenue
Groton, CT  06340
email Steve Sylvester

Todd A. Gestrich
Financial Advisor
Direct Line: 860.446.3312
Fax: 608.236.8031
3 Boston Post Road
Waterford, CT  06385
email Todd Gestrich

Golam Ahmed
Financial Advisor
Direct Line: 860.446.3477
Fax: 608.236.6498
1 Connecticut Ave
Norwich, CT  06360
email Golam Ahmed

Learn more

Check the background of these investment professionals on FINRA’s BrokerCheck.

 

*Charter Oak Retirement and Investment Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
FR-2516070.1-0419-0521

ENJOY THESE GREAT OFFERS

Savings Accounts

EARN 1.50% APY* ON OUR HSA ACCOUNT

*APY = Annual Percentage Yield

Auto Loans

AUTO LOAN RATES AS LOW AS 2.74% APR**

**APR = Annual Percentage Rate

Checking Accounts

EARN 3.00% APY* ON GO CHECKING

*APY = Annual Percentage Yield

ACCELERATOR MORTGAGE AS LOW AS 2.79%/2.85% APR**

**APR = Annual Percentage Rate

Rates effective November 23, 2020