Complimentary financial seminars

Event details

Event name:Introduction to annuities webinar
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Date:May 5, 2021 12:30 PM - 1:00 PM
Price:Complimentary
Available Spots:69
Location:Virtual webinar
Contact name:Investment Services
Phone:541-714-4296
Description:

Introduction to annuities: how annuities may fit your retirement planning

Annuities can provide you with tax-deferred savings and a dependable income for life, an investment vehicle to save for a specific purpose, a means to supplement other retirement income or an additional means to secure your financial independence. Register for this complimentary webinar on introduction to annuities today.

Some of the topics that will be covered in this webinar include:

  • What is an annuity
  • Income in retirement
  • Taxable and tax-deferred investment growth
  • Comparison: annuities, 401(k)s and IRAs
  • Types of annuities: fixed and variable

Space is limited—register today. Webinar meeting details will be sent after registration.

Presented by:
Dianalyn O'Brien, AWMA®
Financial Advisor
CUSO Financial Services, L.P.
At Oregon State Credit Union

Registration is required—register for this webinar by clicking the registration link below.

A Zoom webinar link will be sent to the email address you provide prior to the webinar. Please be sure to check your spam/junk/promotions folder for the webinar link.

*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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