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Courier Capital Group - Retirement Plan Meetings

posted Sep 3, 2015, 10:00 AM by Wasiewicz, Mark   [ updated Sep 28, 2015, 8:42 AM ]
Sign up today to schedule an appointment to meet with a representative from Courier Capital Group.

Our retirement representatives can assist you with the following services:
  1. Determine "How Much Do I Need to Save for Retirement"
  2. Evaluate Investment Risk Tolerance
  3. Choosing Investment Funds (Asset Allocation)
  4. Profit Sharing and 403b(7) Plan Enrollment
  5. "Do I Qualify for the Savers Tax Credit?"
  6. Create or Change Beneficiary Elections
  7. Answers ALL of Your Retirement Questions
Meeting Schedule

 Community Location Date Time

 Gowanda, NY
  
Perkins Hall Community Residence


Wednesday, Sept. 16th
 
Noon to 3:00 pm

 Olean, NY Olean Community Residence  Tuesday, Sept. 22nd
*Tuesday, October 6th
 10:00 AM to Noon

 Wellsville, NY Wellsville Community Residence

 Tuesday, Sept. 22nd
*Tuesday, October 6th
 1:00 PM to 3:00 PM
 Jamestown, NY 97 Forest Ave. Office Thursday, Sept. 24thNoon to 3:00 PM

 Dunkirk, NY Dunkirk Admin Offices Tuesday, Sept. 29th 1:30 PM to 4:00 PM
    * Note: The Tuesday, Sept. 22nd meeting in Olean and Wellsville are rescheduled for Tues., Oct. 6.

Meeting Sign-ups
Please call or email Mark Wasiewicz at 716-366-7792 x212 or wasiewiczm@stel.org .

Materials to Bring to the Meeting
Please bring Social Security Statements, 403 b (7) and profit sharing statements and other important retirement plan materials to the meeting.

Can't Make a Meeting....
Call or email Mark Wasiewicz at 716-366-7792 x212 or wasiewiczm@stel.org to make alternative arrangements.

More Information...
For more information see important information below.
Ċ
Wasiewicz, Mark,
Sep 3, 2015, 10:00 AM