Complimentary financial seminars

Event details

Event name:Understanding Social Security
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Date:September 24, 2024 12:00 PM - 12:45 PM
Price:Complimentary
Location:Virtual Webinar - Zoom
Contact name:Investment Services
Phone:541-714-4296
Description:

Social Security: A Look at the big picture

In this webinar, some of the important questions we can help answer:

  • Are you approaching retirement and need to make important financial decisions?
  • When should you begin receiving Social Security benefits?
  • What is your full retirement age?
  • There are many factors to consider and we discuss these and more in this Social Security overview

Presented by:

 Tristan Peterman, MBA, CFP®, ChFC®
Financial Advisor 
CUSO Financial Services, L.P.
At Oregon State Credit Union

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.

Register: Registration is closed.

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