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Financial Foundations Series: Five Financial Moves for Retirement

  • 410 SE Wyoming Blvd, Casper, WY 82609-4223, United States · Casper
Western Vista Credit Union Publisher / Host Western Vista Credit Union
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Financial Foundations Series: Five Financial Moves for Retirement
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Join us on November 15 for the next class in our Financial Foundations series – Five Financial Moves for Retirement!
Learn five practical financial moves to help coordinate your income, taxes, Social Security, healthcare, and investments before retirement.
Presented by: Jess Ryan - Financial Advisor, The Compass Wealth Group.
There are two ways to attend:
Lunch Session | 12 – 1 p.m.
Online only
Evening Session | 6 – 7 p.m
Attend in person or online
Doors open at 5:30 p.m. Appetizers will be provided.
In-person locations:
Cheyenne – 1920 Thomes Ave.
Casper – 410 SE Wyo. Blvd.
Bring your questions and join us for a practical conversation.
Please register for the session you would like to attend: https://forms.cloud.microsoft/r/SNTcxbyQ0L?origin=lprLink
The Compass Wealth Group
Phone: 307-635-6644 | Address: 5920 Yellowstone Rd., Ste. 3, Cheyenne WY, 82009
*The Compass Wealth Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Western Vista Credit Union is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc.
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