Complimentary financial seminars

Event details

Event name:Wealth Management 101
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Date:January 29, 2025 12:00 PM - 12:45 PM
Price:Complimentary
Location:Virtual webinar
Contact name:Investment Services, available through CUSO Financial Services, L.P.*
Phone:541-714-4296
Description:

Wealth Management 101

Are your investments on track? The best investing strategy is a carefully planned and prepared approach to managing and accumulating money.

In this presentation we will discuss:

  • Strategies to help protect your lifestyle from rising costs
  • Common investing pitfalls
  • Key principles of investing
  • And more

Please register for this virtual presentation today.

Presented by:

Chris Knackstedt, AAMS®
Financial Advisor 
CUSO Financial Services, L.P. (Member
FINRA/SIPC)
At Oregon State Credit Union

Registration required. To register, click on the registration link below. A link to the virtual presentation will be sent to registrants via the email address provided at registration.

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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