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Retirement Plan Meetings

posted May 15, 2013, 7:17 AM by Wasiewicz, Mark   [ updated May 15, 2013, 7:44 AM ]
Sign up today to schedule an appointment to with a representative from Courier Capital Group.

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 Your Retirement Questions
Meeting Schedule

 Community Location Date Time
 Dunkirk, NY Dunkirk Admin Offices Weds May 22nd  1:00 pm to 3:00 pm
 Gowanda, NY  Perkins Hall Thurs May 23rd
 1:00 pm to 3:00 pm

 Jamestown, NY  97 Forest Office  Wed June 5th
 1:00 pm to 3:00pm

 Olean, NY Olean Community Residence  Thurs June 6th
 10:00 am to Noon

 Wellsville, NY Wellsville Community Residence Thurs June 6th
 1:30 pm to 3:00 pm


Meeting Sign-ups

Please call or email Sandy Maroney at 716-366-7792 x222 or maroneys@stel.org .

Materials to Bring to the Meeting

Please bring Social Security Statements, 403b(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,
May 15, 2013, 7:37 AM