Investment Basics “A Guide to Your Investment Options” Seminar

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Date(s) - 09/26/2019
12:00 pm - 1:30 pm

Ogden Main Branch


A CUSO Financial Services Advisor at America First will discuss Investment Basics “A Guide to Your Investment Options.”

The objective of this seminar will be to help business owners understand how time affects money, the relationship between risk and return, and how to allocate a sample portfolio based on their risk tolerance.   They will also discuss:

  • What is Investing
  • Risk Tolerance
  • Types of Investments
  • Sample portfolio Allocations
  • Heath Savings Accounts
  • HSA Investment Options

Join us on September 26 from 12:00 – 1:30 p.m. to learn more about investment basics. Light refreshments 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.