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Retirement Plan Meetings Sign Ups Spring 2016

posted May 10, 2016, 3:27 PM by Wasiewicz, Mark   [ updated May 10, 2016, 3:33 PM ]
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
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.

Meeting Schedule & Sign Ups

Courier Capital Meeting Sign Ups - Spring 2016






More Information...
For more information see important information below.
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Wasiewicz, Mark,
May 10, 2016, 3:33 PM
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Wasiewicz, Mark,
May 10, 2016, 3:33 PM
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Wasiewicz, Mark,
May 10, 2016, 3:32 PM