Investment Basics – A General Overview of Investing and Building Wealth Seminar

Loading Map....

Date(s) - 09/25/2019
12:00 pm - 2:00 pm

Innovation Center


A CUSO Financial Services Advisor at America First will discuss the basics of investing and building an investment portfolio to help set a clear direction for your financial future. Topics covered will include:

  • What is investing?
  • Why should you invest?
  • What are the different types of investments?
  • How to get started.
  • How to stick to your plan for long term success.

Join us on September 25th from 12:00 – 2:00 p.m. to learn more about investment basics. A light lunch will be served.

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 to credit union members.  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 is closed for this event.