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Financial Planning | Virtual Workshop

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Event Description:

Presented by Tony Fox, CFS1 Financial Advisor.

Jumpstart your financial planning. Learn processes and ideas that can help you create a personalized plan based on your unique financial needs. Join our complimentary Financial Planning Basics Workshop and learn more about:

  • Overview of the entire financial planning process from basic budgeting to complex retirement planning
  • Learn about topics relevant to your goals, regardless of where you are financially
  • Engage in brief discussions about budgeting, investing, retirement plans, and insurances

Click here to register now and reserve your spot. Feel free to invite family and friends!

Event Details

Date:
February 2, 2021

Time:
7:00 pm - 8:00 pm

Event Category:
Website:
http://bit.ly/February2021Workshop_1

Organizer

Clackamas Federal Credit Union

Venue

Virtual Workshop:
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Disclosures

1) 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. Clackamas Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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