Join us on Monday, September 25th, as Community First Investment Services, available through CUSO Financial Services L.P. presents our complimentary webinar Who Will Get Your IRA Assets? hosted by CFS* Financial Advisor Edwin Reynolds!
Monday, September 25th | 5:30 - 6:30 PM
Join us in learning how you can manage your IRA assets so that you can protect them and ensure they go where you want when you're gone. During this complimentary session, you'll hear from our Investment Services CFS* Financial Advisor Edwin Reynolds.
We'll cover items such as:
Fill out the form on the page to RSVP now. Space is limited!
EDWIN'S BRANCHES: Baymeadows | Beach | Neptune Beach | Riverside | UNF
Edwin holds a Bachelor of Science degree from Towson University and a MBA from Universidad Catholica Caracas Venezuela, CLU. He brings with him 15 years of experience in the financial services industry having worked with MetLife, Met Securities, Prudential, and Pruco Securities. Edwin is bilingual and can speak both English and Spanish.
He has significant experience in Special Needs planning and working with clients in the “Retirement Red Zone.” The role he sees for himself at Community First is that of an experienced advisor, providing personalized guidance in helping people achieve their financial goals. These goals can be diverse and range from proper insurance coverage, intelligent and efficient investment strategies, focused retirement planning and tax efficiency.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Community First Credit Union of Florida has contracted with CFS to make non deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.