Complimentary financial seminars

Event details

Event name:Financial Planning 101
Add to Calendar:Outlook or Apple Calendar | Google Calendar
Date:March 23, 2023 6:00 PM - 6:30 PM
Price:Complimentary
Available Spots:46
Location:Virtual Webinar - Zoom
Contact name:Investment Services
Phone:5417144296
Description:

Financial Planning 101: What you can do now to secure your financial future

While there’s no such thing as a “one-size-fits-all” financial plan, this overview should assist you in thinking about your own needs. In this educational presentation we will discuss the importance of:

  • Establishing a strong financial foundation
  • Creating emergency funds
  • Making better decisions regarding debt
  • Understanding basic investment options
  • The importance of regular financial reviews

Presented by:

Chris Knackstedt

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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