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TTCU Helps Members Plan for the “Ifs” in Retirement


On Tuesday, June 14, Bethel Coleman, Financial Advisor with The Tennessee Investment Services*, and Howard Crockett with Nationwide** hosted a seminar and dinner at Maggiano’s on West End Avenue in Nashville. This event, attended by 24 members and prospective members, focused on planning for the ‘ifs’ in life and considering unknown expenses related to healthcare costs and Medicare coverage in retirement.

“Seminars like this help educate attendees on important financial planning topics, such as how to prepare and enjoy a comfortable retirement,” remarked Ms. Coleman. “By customizing a strategy for your financial future, you can work toward achieving financial independence before your retirement years, while balancing life along the way.”

If you’re interested in learning more about upcoming financial planning seminars, please contact or click here to learn more about The Tennessee Investment Services.

*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

**Howard Crockett and Nationwide are not affiliated in any way with CUNA Brokerage Services, Inc. or any of its affiliates.


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