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May is older Americans Month!

Older Americans Month celebrates seniors and their many contributions. It’s also a time to address issues related to aging, including managing finances.

This month, we have two FREE webinars – one about planning for retirement and one about estate plans. (See registration information below)

We’re also offering a free Retirement Planning Guide you can download.

And as part of our ongoing financial education, we have articles courtesy of our partner, Balance, on “Budgeting for the Golden Years,” “The Basics of Social Security,” “Tips for Financial Security in Retirement,” and “Helpful Referrals for the Elderly.”

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Retirement is something most people look forward to, but may not have planned well in advance. Participants will learn how to harness the power of time, optimize investments to reach their long-term goals, and understand how the economy and taxes can impact your retirement dollars.

May 10th at 10:00 AM or May 19th at 5:30 PM PDT

Registration required:

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Join host Tony Delumen, CLTC, of MassMutual Northern California as he discusses:

  • Why I should NOT list my trust as a primary beneficiary
  • Why do I need a trust as opposed to a will
  • The selection process of naming a Power of Attorney
  • Thursday, May 26th, 12:00 PM – 1:00 PM PDT

Registration required

NOT A BANK OR CREDIT UNION DEPOSIT OR OBLIGATION * NOT FDIC OR NCUA-INSURED * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * NOT GUARANTEED BY ANY BANK OR CREDIT UNION MAY GO DOWN IN VALUE Securities and investment advisory services offered through registered representatives of MML Investors Services, LLC, Member SIPC (www.SIPC.org). OSJ Office: 3003 Oak Road Suite 250 Walnut Creek, CA 94597. (925) 979-2300. SOC7695_Delumen 220 License OD47382 IN CA ONLY. CRN202412-1364840

San Francisco Federal Credit Union is not a subsidiary of or affiliate of MML Investors Services, LLC or its affiliated companies. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual®), and are not subsidiaries of MassMutual or its affiliated companies.

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Memorial Day Monday, May 30 – We will be closed!
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Saturday, July 16th, 10:00-1:00 PM Bring your unwanted documents to our main branch, 770 Golden Gate Avenue.

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