Complimentary financial seminars
Event details
Event name: | Retirement Income Planning |
Add to Calendar: | Outlook or Apple Calendar | Google Calendar |
Date: | August 29, 2024 5:00 PM - 5:45 PM |
Price: | Complimentary |
Location: | Virtual Webinar - Zoom |
Contact name: | Investment Services |
Phone: | 541-714-4296 |
Description: | Building a Comfortable Lifestyle for TomorrowWe will discuss factors that will impact your retirement strategy including:
Factors that influence your retirement income needs:
Presented by: Tristan Peterman, MBA, CFP®, ChFC® Financial Advisor CUSO Financial Service, L.P. At Oregon State Credit Union 541-714-4368
Registration is required—register for this webinar by clicking the registration link below. A Zoom webinar link will be sent to the email address you provide prior to the webinar. Please be sure to check your spam/junk/promotions folder for the webinar link. *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.
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Register: | Registration is closed. |
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