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Intro to Investments

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Intro to Investments Workshop

Event Description:

Presented by Tony Fox CFS* Financial Advisor.

Do you want to know more about investing? What about planning for your future? If so, this is the workshop for you! Jump start your financial planning. Learn processes and ideas that can help you create a personalized plan based on your unique financial needs. Join our complimentary Intro to Investing Workshop.

Overview of the entire financial planning process from basic budgeting to complex investment strategies.

Learn about topics relevant to your goals, regardless of where you are financially.

Engage in brief discussions about budgeting, retirement plans, and insurances.

Click here to register today and feel free to invite family and friends!





*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.

Event Details

November 18

7:00 pm - 8:00 pm

Event Category:


Virtual Workshop:
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