Choosing to give is a personal decision, and you can take the time now to plan out how you will handle these requests if they arise.
Reach your retirement goals!
If you're ready to start planning for your retirement, Wright-Patt Credit Union (WPCU) can help make the whole process a little easier. The CFS* financial advisors and registered representatives on WPCU's Retirement Solutions Team, available through CFS*, are available by appointment to help you build a financial plan that works for you, your family and your future. Schedule a complimentary, no-obligation appointment today to learn more about your retirement planning options.
*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. WPCU 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.