Event details

Event name:Retirement Basics
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Date:January 21, 2021 6:00 PM - 6:45 PM
Available Spots:21
Location:Virtual Webinar
Contact name:Investment Services

Retirement Basics? Will you have enough to retire comfortably?

In this webinar on Retirement Basics planning we will discuss:

  • How to put together a retirement roadmap
  • Factors that influence when you should retire
  • How to use tax advantaged savings vehicles like IRAs and 401(k)s
Presented by:
Belinda Hall, CRPC®
Financial Advisor
CUSO Financial Services, L.P.
At Oregon State Credit Union
Registration required. To register, click on the registration link below. A link to the virtual presentation will be sent to registrants via the email address provided at registration.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“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.

Register: Registration is closed.

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