Five Smart Investing Principles Seminar

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Date/Time
Date(s) - 08/22/2024
6:30 pm - 7:30 pm

Location
America First Logan Branch

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, August 22 from 6:30 to 7:30 p.m. at our Logan branch.

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, August 22, 6:30 to 7:30 p.m.

127 East 1400 North, Logan, 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.

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