Make Your Money Work Harder Webinar
Date(s) - 12/01/2022
6:00 pm - 7:00 pm
Put Your Money to Work
What will your retirement look like? Instead of playing financial catch-up when the time comes, let us help you create a plan now for the future.
Join us on Thursday, December 1, when an advisor from CUSO Financial Services (CFS*), an Atria Company located at America First, will offer an overview of retirement options and discuss the most important factors to consider during this important life stage.
We’ll also cover:
- Maximizing contributions
- Diversifying your investment portfolio
- Working with financial professionals
- Conducting regular reviews
There is no cost to sign up, but space is limited. Please RSVP using the form below or call (801) 827-4330.
Make Your Money Work Harder
December 1, 6 p.m.
Meeting ID: 825 6712 9608
*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.
Registration is closed for this event.