Retire on Purpose Seminar

Date/Time
Date(s) - 10/08/2019
12:00 pm - 1:00 pm

Location
Ogden Main Branch

Categories

• Seminar

An advisor from CUSO Financial Services, an Atria Company located at America First Credit Union, will be hosting and Brian Wolfenburger will be leading the discussion about:

• Retirement planning
• Retirement strategies
• Living your fullest in retirement!

Join us on October 8 from 12:00 – 1:00 p.m. to learn more about how to retire on purpose. 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