Event details

Event name:Investment basics (McMinnville)
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Date:October 23, 2019 5:30 PM - 7:00 PM
Available Spots:39
Location:McMinnville Community Center, 600 NE Evans St, McMinnville, OR
Contact name:Investment Services, available through CUSO Financial Services, L.P.*

Investment basics seminar

The best investing strategy is a carefully planned and prepared approach to managing and accumulating money. A well-planned strategy can help you meet your short-term, mid-term, and long-term financial goals. Investment planning requires discipline and patience, but it doesn't have to be difficult. Rely on us to help guide you along the way and keep your investments on track. If you're new to investing or need help deciding how to invest, register for this investment basics seminar to get started.

In this seminar on investment basics, you'll learn:

  • Investment fundamentals, including the effects of inflation and compounding
  • How to identify financial goals and time lines
  • How to identify your risk tolerance
  • The importance of asset allocation

Presented by:

John Kerekanich
Financial Advisor
CUSO Financial Services, L.P. (Member FINRA/SIPC)
At Oregon State Credit Union

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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