Create a financial plan webinar

Financial planning isn't just for the rich. Completing a personal financial plan is a beneficial step toward identifying prudent investment solutions for your needs. Register for this complimentary webinar today and learn how to create a roadmap to meet your financial goals. 

• Establish a strong financial foundation with the P.L.A.N. method: Pay yourself first, Live within your means, Assure your family's stability, Never stop learning.
• Create emergency funds.
• Make better decisions regarding debt.
• Understand basic investment options.
• Schedule regular financial reviews.
• Find help to understand your options.

A financial plan can help you take control of your financial future. Register for this webinar by clicking the registration link below.

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.