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: - Determine "How Much Do I Need to Save for Retirement"
- Evaluate Investment Risk Tolerance
- Choosing Investment Funds (Asset Allocation)
- Profit Sharing and 403b(7) Plan Enrollment
- "Do I Qualify for the Savers Tax Credit?"
- Create or Change Beneficiary Elections
- 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. 24th | Noon 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. |
 Updating... Ċ Wasiewicz, Mark, Sep 3, 2015, 10:00 AM
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