Investment & Retirement News and Resources
The First Financial Investment & Retirement Center 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.
Current articles from the Investment & Retirement Center:
- Key Estate Planning Documents
- Tips for Targeting Your Retirement Savings Goal
- 4 Questions on the Roth IRA Five-Year Rule
- Accumulating Funds for Short Term Goals
- Five Tips to Regain Your Retirement Savings Focus
- How Well Do You Understand Retirement Plan Rules?
- Enhanced Child Tax Credit for 2021
- Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains
- The Pros and Cons of an IRA Rollover
- Signs of a Scam and How to Resist It
- Midyear is a Good Time for a Financial Checkup
- Grandparent 529 Plans Get a Boost Under New FAFSA Rules
Thinking about Retirement?
Complimentary Investment & Retirement Seminars
Register online by clicking on the seminar registration buttons below.
*Please note that all scheduled events during the COVID-19 pandemic may be subject to change.
September 22, 2021 - How to Weather a Bear Market Virtual Seminar, 6pm
September 29, 2021 - 401k Rollover Planning Virtual Seminar, 6pm
October 5, 2021 - Redefining a Diversified Portfolio Virtual Seminar, 6pm
October 12, 2021 - Transitions to Retirement Virtual Seminar, 6pm
October 19, 2021 - Social Security & Your Retirement Virtual Seminar, 6pm
- Text FFSeminar to 866.956.9302 to receive seminar alerts and register on your mobile phone!
- Call 732.312.1534 or email Mary Laferriere or Maureen McGreevy with any Investment & Retirement questions or to register for seminars.
Learn more about the Financial Professionals located at the Investment & Retirement Center at First Financial, and view FINRA's Broker Check website for additional background information.
The First Financial Investment & Retirement Center 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.
*Investment & Retirement Center 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.