Investment Basics: A Guide To Your Investment Options
Date(s) - 02/11/2020
12:00 pm - 1:30 pm
A CUSO Financial Services advisor will discuss Social Security benefits and the role they play when setting a clear direction for your financial future. They’ll also discuss:
- Types of Investing
- Risk of Investing
- Goals & Time Horizons
- Compound Interest
Join us on February 11, 2020 from 12:00pm – 1:30pm to learn more about Investment Basics: A Guide To Your Investment Options. A light lunch will be served.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CUSO Financial”, “CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: 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 CFS. The Credit Union has contracted with CFS 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.