Retirement Lunch & Learn with Roy Wagner

Join us for a Retirement Lunch & Learn

Whether you are about to retire tomorrow, within a few years, or have 10 to 20 years to go, Roy can help you plan. We’ll discuss three important aspects of retirement.

  • Age specific options.
  • Determine how much income you will have.
  • How it works once you retire and using your nest egg.

Limited seating is available.  A light lunch will be provided.  Please RSVP.

Date: First Wednesday of each month – RSVP by the Monday prior
Time: 12:15 p.m. – 1:00 p.m.
Place: UK Student Center -Meet at UKFCU Branch, Room 245
RSVP: Please include the date you would like to attend in the message below. 

Your Name (required)

Your Email (required)

Your Message (required)

If you are unable to attend, but would still like to discuss your retirement, you can email Roy Wagner at rwagner@ukfcu.org to set up an appointment.

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. University of Kentucky Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.