Workshop Details & Signup
Event Details
Market volatility. Low interest rates. Retirement risks. All of these "headwinds" are making it tougher than ever to know where to invest your retirement savings. Given today's turbulent economy, many consumers are considering a return to a more conservative approach.
Join Palmetto Citizens Trust & Investment Services for a no-cost, no-obligation workshop to learn the advantages other investments, such as annuities, can have as part of your financial plan. You will also learn the answers to:
- How can conservative investments help you face today's economic risks?
- What are the differences between CDs and annuities?
- What are the different types of annuities and the benefits of each?
- How do you decide which conservative investment is right for you?
There is no cost to attend this adults-only event and a complimentary dinner will be served at the start of the workshop. Seating is limited, so reserve your place now.
If you have any questions, or would like any additional information, please email us or call (803) 312-7983.
Workshop Registration
This workshop is educations only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. There are distinct differences between annuities and certificates of deposit. Most certificates of deposit are short-term investments. Some of the products featured in this workshop are annuities and are sold by prospectus. Annuities are long-term insurance products designed for retirement purposes.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSA is a registered broker/dealer in all 50 states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution. FR-2521484.1-0419-05121