Complimentary financial seminars
Event details
| Event name: | Advisory Investment Solutions - SEI New Investor Story |
| Add to Calendar: | Outlook or Apple Calendar | Google Calendar |
| Date: | December 5, 2018 12:30 PM - 2:00 PM |
| Price: | Complimentary |
| Location: | Oregon State Credit Union - 4800 SW Research Way, Corvallis |
| Contact name: | Investment Services, available through CUSO Financial Services, L.P.* |
| Phone: | 541-714-4296 |
| Description: | Advisory Investment Solutions - SEI New Investor Story Join us for an informational seminar discussing the SEI Goals-Based Investment Process and how they: Identify Member Objectives, Relevant Risks, and Appropriate Portfolios
Hosted by: Michelle Poturich, CRC® Financial Advisor CUSO Financial Services, L.P.* Oregon State Credit Union
Presented by: Marc Alexander* Regional Director SEI Investments
Please register if you plan attend *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. *Marc Alexander is not affiliated with CUSO Financial Services, L.P. and/or Oregon State Credit Union
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| Register: | Registration is closed. |
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