Complimentary financial seminars

Event details

Event name:Investment basics webinar
Add to Calendar:Outlook or Apple Calendar | Google Calendar
Date:May 19, 2021 12:30 PM - 1:00 PM
Price:Complimentary
Available Spots:64
Location:Virtual webinar
Contact name:Investment Services, available through CUSO Financial Services, L.P.*
Phone:541-714-4296
Description:

Investment basics webinar

Are your investments on track? The best investing strategy is a carefully planned and prepared approach to managing and accumulating money. A well-planned strategy can help you meet your short-term, mid-term and long-term financial goals. Investment planning requires discipline and patience, but it doesn't have to be difficult. Rely on us to help guide you along the way and keep your investments on track. If you're new to investing or need help deciding how to invest, register for this investment basics webinar to get started.

In this webinar on investment basics, you'll learn:

  • Investment fundamentals, including the effects of inflation and compounding
  • How to identify financial goals and time lines
  • How to identify your risk tolerance
  • The importance of asset allocation

Please register for this virtual presentation today.

Presented by:

Steven Ravlin
Licensed Financial Associate
CUSO Financial Services, L.P. (Member
FINRA/SIPC)
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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