Financial insights and tips

Join us for the first webinar of a four-part series to help you chart your course to retirement! This series is for those ages 50-70 interested in learning about how to prepare for retirement.

During this first webinar event, two Everence Financial Consultants will share insights and tips for your consideration as you journey towards retirement.

Presented by

Craig Foor, CLU^®, ChFC^®, CASL^®
Everence^® Financial Consultant

Dennis LeFevere, CFP^®
Everence Financial Consultant

Hosted by

Dave Warren
Vice President of National Markets

Disclosure

Advisory services offered through Investment Advisors, a division of ProEquities Inc., Registered Investment Advisors. Securities offered through ProEquities Inc., a registered broker-dealer, member FINRA and SIPC. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by ProEquities, Inc., or its affiliates.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP^® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The CLU^®, ChFC^®, and CASL^® are the property of The American College, which reserves sole rights to its use, and is used by permission.

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