Investment Basics: A Guide To Your Investment Options Webinar

Map Unavailable

Date(s) - 10/25/2021
6:00 pm - 7:00 pm


A CUSO Financial Services Advisor at America First will discuss Investment Basics. Topics covered will include:

  • Investment Fundamentals
  • Investment Options
  • Investment Methods
  • Asset Allocations
  • Role of a Financial Advisor

Join us on October 25 from 6:00 – 7:00 p.m. to learn more about investing fundamental concepts. The meeting link to connect is as follows

  • Meeting ID: 1820 22 6716
  • Meeting Password: 4ikQXeui6d6

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.