Five Smart Investing Principles Seminar
Date/Time
Date(s) - 09/19/2024
6:00 pm - 7:00 pm
Location
America First Sandy Training Center
Categories
Five Smart Investing Principles
If you’d like to start investing your money or improve your existing investment strategy, join us for a complimentary educational seminar on Thursday, September 19 from 6 to 7 p.m. at our Sandy Training Center.
A professional advisor from CUSO Financial Services (CFS*), an Atria Company located at America First, will be there to cover such topics as:
- Estimating your time horizon
- Knowing your risk profile
- Diversifying your investments
- Taxes and inflation
- And more
There is no cost to attend, but seating is limited. Please RSVP today by filling out the form below or calling (801) 215-3228.
Five Smart Investing Principles
Thursday, September 19, 6 – 7 p.m.
230 Town Ridge Parkway, Ste 300
Sandy, UT
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CUSO Financial), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk, including possible loss of principal. Investment representatives are registered through CUSO Financial. The credit union has contracted with CUSO Financial to make non-deposit investment products and services available. Atria Wealth Solutions, Inc. (Atria) is a modern wealth-management solutions company and is not a registered investment advisor or broker-dealer. Investment products, services, and advice are only provided through CUSO Financial, a subsidiary of Atria.
Registration
Registration is closed for this event.