Free Seminar: 9 Mistakes to Avoid for a Successful Retirement.
Join SIU CU Investment Services‘ CERTIFIED FINANCIAL PLANNER™ Jeff Rose as he discusses the key to a financially successful retirement.The free seminar is 12 p.m. to 1 p.m. on Wednesday, March 24 at 395 N. Giant City Road, Carbondale. Lunch will be provided and seating is limited. To RSVP, contact Lisa at 618-549-8621.
Visit our new Investment Services webpage to learn what Jeff Rose CFP®, can do for you. Click here to visit the new web page.
Certified Financial Planner™ Now Available at SIU Credit Union
Jeff Rose, Certified Financial Planner™ for SIU Credit Union
SIU Credit Union members now have access to a Certified Financial Planner™ to help them navigate their financial future with the creation of SIU CU Investment Services department.
Jeff Rose, a Certified Financial Planner™ with Alliance Planning Investment Group in Carbondale, will offer financial planning and investment services to credit union members. He will hold office hours on Tuesday from 9 a.m. to 1 p.m. or by appointment at the SIU Credit Union Giant City Road location.
“We are thrilled to be working with someone of Jeff’s caliber,” said Dennis Schaefer, President and CEO of SIU Credit Union. “By adding this service, our members will have access to one of only a handful of Certified Financial Planners™ in Southern Illinois. We are continuously looking for ways to improve the financial lives of our members and we believe adding a financial planner achieves that.
Rose can help members create a financial road map to retirement.
“I’m very excited about the opportunity,” Rose said. “Now more than ever, people need to be prepared for their financial future.”
Rose will assist members with investment choices, stocks and bond purchases and help with retirement planning. Rose can also help with asset management, college savings plans, life insurance and small business retirement plans.
To schedule an appointment with Rose, call 618-549-8632 or e-mail him at jeff.rose@siucu.org For more information on Jeff Rose, visit http://www.allianceinvestmentplanning.com/meet-our-team/jeff-rose.html, http://www.goodfinancialcents.com/.
SIU Credit Union is a not-for-profit financial institution. With over 25,000 members and thousands of free ATM locations worldwide, SIU Credit Union is the largest credit union in Southern Illinois. Membership is open to anyone living or working in 11 Southern Illinois counties. For more information, or to find a location, visit www.siucu.org.
Securities and life insurance offered through LPL Financial, Member FINRA/SIPC The LPL Financial registered representative associated with this site only discuss and/or transact securities business with residents of the following states: AZ,CA,CO,IL,IN,FL,KY,MO,NJ,NM,NV,PA,WA,WI,WV,VA.
IRA Accounts: A Great Retirement Option
Are you thinking about retirement? It is never too early to begin planning for your retirement. Recent statistics show that most individuals will need to rely on their personal savings for up to 60% of their retirement income (www.ssa.gov). This can be an overwhelming statistic when you begin to think about it.
An IRA account is a great way to save for those retirement years. You may make contributions to an IRA in addition to the contributions that you make to a 401K program at your place of employment. The SIU Credit Union offers Traditional, Roth, and SEP IRA accounts. You may choose to invest in an IRA share account or an IRA certificate of deposit. This allows you the flexibility you need when it comes time to access your funds. All IRA accounts are insured for $250,000 through the National Credit Union Administration.
If you currently have an IRA at another institution, or would like to start one, please contact me at 618-457-3957. I would love to help you ensure that your road to retirement is smooth.
Erica Pankey, SIU Credit Union IRA Specialist
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