CPS Rediscovery Meeting
Microsoft Teams
Join us for an informational retirement discovery session designed specifically for Chesapeake Public Schools staff. During this meeting, we’ll walk through a standard re-discovery process to better understand your current financial picture, retirement goals, and available options. We’ll also review opportunities for payroll deduction programs and explore retirement planning strategies that align with your individual needs and refine your current strategy.
1 hour
CPS Rediscovery Meeting
Join us for an informational retirement discovery session designed specifically for Chesapeake Public Schools staff. During this meeting, we’ll walk through a standard re-discovery process to better understand your current financial picture, retirement goals, and available options. We’ll also review opportunities for payroll deduction programs and explore retirement planning strategies that align with your individual needs and refine your current strategy.
1 hour
Microsoft Teams
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Newman Financial Services is not a subsidiary of nor controlled by Cetera Investment Services LLC
Newman Financial Services is not a subsidiary of nor controlled by Cetera Investment Services LLC