Complimentary financial seminars

Event details

Event name:Roth IRAs
Add to Calendar:Outlook or Apple Calendar | Google Calendar
Date:March 28, 2023 6:00 PM - 6:30 PM
Price:Complimentary
Available Spots:45
Location:Virtual Webinar - Zoom
Contact name:Investment Services
Phone:5417144296
Description:

Introduction to Roth IRAs: Is a Roth IRA right for you?

In the presentation we will discuss:

  • Traditional IRA vs. Roth IRA
  • Ways to fund a Roth IRA
  • Distributions
  • IRA conversions and more

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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