INVITES YOU TO ATTEND A CUNA WEBINAR

THE IMPORTANCE OF HAVING A LONG-TERM CARE PLAN

SPECIAL VIRTUAL SESSION: JUNE 16 | 6:30 p.m. EDT

Living longer has changed financial planning. And while we’ve done a lot of financial modeling, we’ve never finalized your plan for a long-term healthcare event.


This is a discussion about health, lifestyle, family and how you want to be prepared for the unexpected. We can’t think of a better time than now for a conversation like that.


We've put together an exclusive virtual session with our partners at Ash Brokerage to talk through important considerations such as:




• Why long-term care planning is about more than money

• The importance of having a written plan

• Understanding why Medicaid and Medicare should be your last choice

• Considerations and goals when choosing a funding source and insurance options


We hope to see you at this great event! 


We understand that it can be an overwhelming feeling determining who to invest your money with. Our Heritage Investment & Retirement Services Financial Advisors Albert Moras and Rob Falk, work with you to build a personalized financial plan that provides you the opportunity to start building your financial future. Read More about our Investment and Retirement Services by visiting www.heritagefcu.com/HIRS or by contacting one of our HIRS Financial Advisors below. It is never too late to start saving!


TRUSTED ADVISORS

ALBERT MORAS


Phone: 845-561-5607 ext. 306


Email: Albert.moras@cunamutual.com


Available for in-person meetings at the following HFCU branch locations:


Goshen:

117 Grand St Goshen, NY 10924


Central Valley:

273 NY 32 Central Valley, NY 10917


Rykowski:

25 Rykowski Ln Middletown, NY 10941


Dolson:

161 Dolson Avenue Middletown, NY 10940


Matamoras:

111 Hulst Drive, Suite 703A Matamorass, PA 18336

ROB FALK


Phone: 845-561-5607 ext. 142


Email: Robert.falk@cunamutual.com


Available for in-person meetings at the following HFCU branch locations:


Corwin Court:

2 Corwin Ct Newburgh, NY 12550


South Plank:

211 South Plank Road Newburgh, NY 12550


Washingtonville:

131 East Main St Washingtonville, NY 10992


Pine Bush:

36 Boniface Drive Pine Bush, NY 12566


Montgomery:

17 Walnut St Montgomery, NY 12549


New Paltz:

234 Main St. Suite B New Paltz, NY 12561PA 18336

The Heritage Investment and Retirement Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.


Heritage Investment & Retirement Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

FR-2395124.1-0119-0221

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