Retirement Plan Rollover Options Seminars

Patriot Financial Services, through CUSO Financial Services*, invites you to our next seminar.

Thursday, September 21, 2023 5:30 – 6:30 pm
Waynesboro Financial Services Center
10933 Buchanan Trail East, Waynesboro

Thursday, September 28, 2023 5:30 – 6:30 pm
Patriot Corporate Center
1330 South Seventh Street, Chambersburg

You may change employers, but what happens to your retirement savings plan once you change or retire?
During this seminar, we will discuss the different options available to help you make an informed decision on what to do with your retirement plan. Bring questions for our financial professionals and use this opportunity to ensure you are on track to retire confidently.

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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.

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