Complimentary financial seminars

Event details

Event name:Retirement Income Planning (Dallas)
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Date:November 6, 2018 5:30 PM - 6:30 PM
Price:Complimentary
Location:Dallas Retirement Village. 225 Northwest Jasper St, Dallas
Contact name:Investment Services, available through CUSO Financial Services, L.P.*
Phone:541-714-4296
Description:

WILL YOU HAVE ENOUGH INCOME IN RETIREMENT?

In this seminar on Retirement Income Planning, we will discuss:

  • How to plan for when your retirement will start
  • Steps to estimate the amount of money you'll need in retirement
  • How to supplement fix income sources

 

Register today - space is limited

Presented by:

 

 

Therese Misner

Program Manager

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

At Oregon State Credit Union

Phone 541-714-4296

 

*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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