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California Pacific Federal Credit Union & CD Federal Credit Union
have joined together with True North Financial Group to offer a

FREE Retirement Investment Strategies
Seminar & Dinner

Wednesday, July 27, 2011
6:30pm at Massimo Restorante

 1604 Locust Street, Walnut Creek, CA 94596

Successful retirement is driven by a series of sound decisions, but success of any kind rarely just happens. It is created by people who take the time to imagine where they want to go and plan how to get there. A sound plan addresses the king of lifestyle you desire. It must also be flexible enough to meet your changing needs and work in both good and bad markets.

At this presentation we will cover:

  • Funding Retirement: Perception vs. Reality
  • Managing your investments during your retirement
  • Planning for a long retirement
  • Tax favored investments and how to protect your assets

Hosted by:   True North Financial Group

Featured Speaker:   Tony Delumen, Financial Services Professional
with advisors, J.P. McDermott and Dave Ross, in attendance to answer questions and/or arrange personal appointments

Seating is limited and reservations are required.
Please R.S.V.P. by calling Sandy Lundy at (925) 979-2303.

 

 

 

Tony Delumen is a registered representative of and offers securities through MML Investors Services, Inc., member SIPC www.sipc.com. Supervisory office, 2121 N. California Blvd., Ste 395, Walnut Creek, CA 94596 (925) 979-2300. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies.* True North Financial Group, California Pacific Federal Credit Union, and CD Federal Credit Union are not subsidiaries or affiliates of MML Investors Services, Inc or MassMutual.

* NOT FDIC/NCUA INSURED   * NOT A BANK OR CREDIT UNION DEPOSIT   * NOT BANK OR CREDIT UNION GUARANTEED   * MAY LOSE VALUE   * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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