Whether you’re planning ahead or retired now, you can enjoy financial security.

A change of scenery. A new hobby. Big travel plans. You probably have a variety of ideas about what to do in retirement. Making sure you have the funds necessary to retire comfortably is doable with the team at Investment Services located at Purdue Federal Credit Union.

At Investment Services located at Purdue Federal Credit Union, we can assist with:

  • Ways to save for future retirement, including IRAs
  • Living in retirement, including budgeting and Social Security advising

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Upcoming Seminars

There are no seminars at this time. Please check back in the future.

Investment Services Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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.

Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.
 
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.
 
FR-3729434.1-0821-0923