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Retirement Plan Meetings Spring 2017

posted May 1, 2017, 3:05 PM by Wasiewicz, Mark   [ updated May 1, 2017, 3:08 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 403 b(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 - Please contact Vivian Swan at 716-366-7792 x 210 or swanv@stel.org to make an appointment.

Retirement Plan Individual Meetings w/ Courier Capital - Jamestown, NY
When: Tue, May 16, 12:30pm – 4:00pm
Where: 97 Forest Ave, Jamestown, NY 14701


Retirement Plan Individual Meetings w/ Courier Capital Gowanda, NY
WhenTue, May 16, 12:30pm – 4:00pm
Where: 14190 Taylor Hollow Rd, Gowanda, NY 14070 Perkins Hall - Training Room (Basement)


Retirement Plan Individual Meetings w/ Courier Capital - Dunkirk, NY
When: Fri, May 19, 1pm – 4pm
Where: 715 Central Ave, Dunkirk, NY 14048, Administrative Office


Retirement Plan Individual Meetings w/ Courier Capital - Olean, NY
When: Wed, May 24, 9:30am – 11:30am
Where: 144 S Union St, Olean, NY 14760, Olean Community Residence


Retirement Plan Individual Meetings w/ Courier Capital - Wellsville, NY
When: Wed, May 24, 1:00pm – 3:30pm
Where: 99 Madison St, Wellsville, NY 14895, Wellsville Community Residence


Retirement Plan Individual Meetings w/ Courier Capital - Jametown, NY
When: Thu, May 25, 12:00pm – 3:30pm
Where: 878 N Main St, Jamestown, NY 14701, North Main St. Community Residence


More Information...
For more information see important information below.
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Wasiewicz, Mark,
May 1, 2017, 3:08 PM
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Wasiewicz, Mark,
May 1, 2017, 3:08 PM
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Wasiewicz, Mark,
May 1, 2017, 3:07 PM