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YOUR SOUTHERN MARYLAND COMMUNITY CREDIT UNION

Register below for any seminar. Our seminars are very popular and fill up quickly. If you are interested in attending, please do not hesitate to register. When the seminar is full, it will be removed from the registration options below. If a seminar reaches capacity, we will create a wait list. You can add your name to the wait list by contacting Cedar Point Financial Services at 301-863-7071 ext. 8463

Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether.

Estate Planning is not just "death and taxes." The two most important goals of estate planning are to assure your financial security during your lifetime and making sure that your property is transferred according to your wishes.

 

ESTATE PLANNING BASICS (FULL)

presented by Joann Wood

 

Wednesday, January 17, 2018

6:00 p.m.

 

In this seminar, guest speaker Joann Wood of The Law Office of Joann M. Wood, LLC will help you better understand these goals so that you can get a jump start on your plans for the future.

All Federal Employees are invited to attend this seminar.

 

FEDERAL EMPLOYEE BENEFIT SEMINAR

presented by Colleen Blundell*

*Chartered Federal Employee Benefit Consultant

 

Wednesday, February 21, 2018

6:00 p.m.

 

Topics to be covered will be:

  • A Lifetime Pension Benefit under CSRS or FERS
  • Survivor Benefits
  • Voluntary Contribution Program (CSRS & CSRS Offset)
  • Thrift Savings Plan (TSP)
  • Life Insurance (FEGLI)
  • Long Term Care (FEDLTC)
  • Health Insurance (FEHB)
  • Flexible Spending Accounts (FSA)
  • Social Security (FERS Supplement/CSRS-CSRS Offset WEP Calc)

RETIREMENT PLANNING SEMINAR

presented by Colleen Blundell

 

Wednesday, March 21, 2018

6:00 p.m.

 

Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the information available about retirement, it is sometimes difficult to decipher what is appropriate for your specific situation.

 

In this seminar, Colleen Blundell will walk you through what to plan for in your retirement, and how to begin your journey toward your goals.

HOME BUYING SEMINAR

presented by Quincy Williams

 

Wednesday, April 25, 2018

6:00 p.m.

 

In this seminar, Quincy Williams of Cedar Point will cover the importance of credit in the home buying process. Quincy will discuss a couple of the obstacles that many first-time home buyers face and ways to overcome them.

Estate Planning is not just "death and taxes." The two most important goals of estate planning are to assure your financial security during your lifetime and making sure that your property is transferred according to your wishes.

 

ESTATE PLANNING BASICS

presented by Joann Wood

 

Wednesday, May 16, 2018

6:00 p.m.

 

In this seminar, guest speaker Joann Wood of The Law Office of Joann M. Wood, LLC will help you better understand these goals so that you can get a jump start on your plans for the future.

All seminars located at Headquarters Office

22745 Maple Rd, Lexington Park, MD 20653

*Colleen Blundell is a Registered Representative of, and non-deposit investment products, Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), member FINRA / SIPC, and a Registered Investment Adviser. 4 North Park Drive, Suite 400, Hunt Valley, MD 21030 (410) 821-2920.

HTK does not offer tax or legal advice.

 

Cedar Point Federal Credit Union and Cedar Point Financial Services, Inc. are independent of HTK.

 

Insurance licensed in the resident state of: Maryland as well as: CO, FL, IL, NC, SC, TX, VA.  Securities licensed in the resident state of: Maryland as well as AZ, CA, CO, CT, FL, GA, IL, ME, MI, MO, NC, PA, SC, TX, VA, WI. This is not an offer or solicitation in any state(s) where not properly licensed and/or registered.  For registration or licensing information, please contact me at my office at 301-863-7071.

 

HTK is unaffiliated with Cedar Point Federal Credit Union.  Trademarks belong to their respective owners.

 

Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.

1946755RM-Nov19

301-863-7071  ●  800-201-1647

 

Routing Number ● 255077736

 

 

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We do Business in Accordance with the Federal Fair Housing Law and the Equal Credit Opportunity Act.

Federally Insured by NCUA

We do Business in Accordance with the Federal Fair Housing Law and the Equal Credit Opportunity Act.

Cedar Point Federal Credit Union is a proud member of the National Association of Federal Credit Unions.