Questions about TERI & Retirement?

As you near retirement, you’ll soon be faced with the decision of how to roll over your Teacher and Employee Retention Incentive (TERI) money. It’s a critical step in your retirement plan and one that helps assure your comfort in the years to come.

Our Palmetto Citizens Trust & Investment Services representatives specialize in retirement planning and can help you analyze your situation and suggest appropriate strategies for you to consider.

If you would like more information, please attend one of our dinner workshops. Topics to be covered include:

• What is TERI?
• How to take your TERI distribution.
• Who is eligible to participate?
• The benefits of TERI participation.
• How much will you accumulate in TERI?

• April 6th and 8th, 2010
• 6:30 to 8:15 p.m.
• Seawell’s - 1125 Rosewood Drive, Columbia

Space will be limited and you must make a reservation for this adults-only event.

To reserve your space for this adults-only special event, please contact Tanya Maldonado at (803) 376-2805 or by email.

Representatives are registered, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, 2000 Heritage Way, Waverly, IA 50677, toll-free (866)512-6109. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Nondeposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union. 1385-P4757Q (0902).