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Upcoming events & seminars



Virtual Seminar: Retirement Planning
Presenter:
Jim Nielsen CRPS®
CFS* Financial Advisor at First Heritage Financial Services
 
Topics Include:
• The Importance Of The Retirement Plan Process.
• Goals of Retirement Planning. 
• Factors That Can Affect Retirement Planning.
Tuesday - July 20, 2021

Virtual Seminar: Pathway to College
Presenter:
Josh Hogancamp, Director of Marketing and College Consultant of College Assistance Plus.
 
6 Steps every person should go through to find the right major, at the right school, and for the right price.
Tuesday - August 3, 2021
at 12:00 PM (Noon)
 
College Planning Seminar Image

*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.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.