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Home > The Master Plan for Retirement
The Master Plan for Retirement9/23/2024

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About Our Free Workshop

Retirement planning and creating a will are two crucial aspects of financial management that ensure security and peace of mind in one's later years. Creating a comprehensive strategy and ensuring you have enough resources to maintain your desired lifestyle after you stop working can be a challenge. To help, we're hosting a complimentary Retirement and Wills Workshop presented by our friends at Stacy Financial Group and Staples Law Group, P.A. This workshop will be hosted at our Garden St Branch location on Tuesday, October 29, 2024, starting at 6:00 p.m. Don't miss out on this opportunity to speak with experts who can guide you through the complexities of retirement planning and estate management. Attendees will have the chance to ask questions, receive personalized advice, and learn about the latest strategies to optimize their financial future and those of their loved ones.

 

Register Today!

Limited seating is available. Please reserve your spot by completing the registration form below. 

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    About Our Presenters

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    Stacy Financial Group

    As a member of Members First Credit Union of Florida, you have access to investment services with Chad Stacy at Stacy Financial Group. Investment strategies focus on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs and goals enables Stacy Financial Group to create a customized wealth management strategy that aligns with your short and long-term objectives.

    Learn More

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    Staples Law Group, P.A.

    As a member of Members First Credit Union of Florida, you have access to the Prepaid Legal Services Plan from Staples Law Group, P.A. Prepaid legal services provide peace of mind and also offers you and your family the legal coverage you need for a low annual fee of only $161.00/yr per family. When you choose to take advantage of this plan, licensed Pensacola attorneys will be there for you whenever you need legal assistance.

    Please visit a Members First location to sign up for this valuable service.

    You can also click here for more details.
     

     



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