Complimentary financial seminars

Event details

Event name:Retirement Basics (Corvallis)
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Date:April 11, 2019 5:30 PM - 7:00 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:

WILL YOU HAVE ENOUGH TO RETIRE COMFORTABLY?

In this seminar on Retirement Basics, we will discuss:

  • How to put together a retirement roadmap
  • Factors that influence when you should retire
  • How to use tax advantaged savings vehicles like IRAs and 401(k)s

 

Presented by:

John Kerekanich

Financial Advisor

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

At Oregon State Credit Union

Registration Required

*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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