November 4, 2026 - Savvy Long-Term Care Planning

Navigate Long-Term Care with Confidence: A Proactive Guide.

Facing the possibility of long-term care can feel overwhelming. The costs are often misunderstood, and the options seem complex. Join Certified Financial Planner Jeff Downer for a session focused on clarity and control. You'll learn specific strategies to protect your family's assets and reduce future stress, helping you understand your options before a crisis calls for action.

We will discuss in detail:

• Getting long-term care planning right
• Smart approaches for people at all stages
• 4 Keys to making a difference in a family caregiving challenge

View in person at the branch, click here

November 18, 2026 - Tax Planning in Retirement

Take Control of Your Retirement Taxes.

Will you pay more tax in retirement than you need to? Many do, simply by tapping their accounts in the wrong order. Join Certified Financial Planner Jeff Downer to learn how to build a proactive, multi-year tax strategy. Discover how to manage income from various sources to potentially reduce your tax bill, avoid the Social Security tax trap, and keep more of your hard-earned savings.

View in person at the branch, click here

SnoCope Credit Union Disclosures:

Jeff Downer is part of Cetera Investors and any investment products offered by Cetera are not insured by NCUA. The investment products are not insured by the Federal Deposit Insurance Corporation (FDIC), not obligations of, and not guaranteed by SnoCope Credit Union or any SnoCope affiliated entity and are subject to investment risks, including the possible loss of the principal invested, and are not obligations of SnoCope Credit Union.

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