Complimentary financial seminars

Event details

Event name:Investment Basics Seminar
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Date:July 26, 2018 5:30 PM - 6:30 PM
Price:Complimentary
Available Spots:15
Location:Oregon State Credit Union, 1980 NW 9th St, Corvallis
Contact name:Investment Services, available through CUSO Finanical Services, L.P.*
Phone:541-714-4296
Description:

  Investment Basics Seminar

   Are Your Investments on Track

In this seminar on Investment Planning, you'll learn:

  • Investment fundamentals
  • How to identify financial goals and time horizons
  • The importance of asset allocation

Presented by:

John Kerekanich

Financial Advisor

CUSO Financial Services, L.P. (Member FINRA/SIPC)

At Oregon State Credit Union

        

When & Where

Thursday, July 26, 2018

 5:30 PM to 6:30 PM

Oregon State Credit Union

1980 NW 9th Street
Corvallis, OR

RSVP:

541-714-4296

investmentservices@oregonstatecu.com

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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