Complimentary financial seminars

Event details

Event name:Investment Strategies for Retirement
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Date:February 26, 2025 1:00 PM - 1:45 PM
Price:Complimentary
Available Spots:13
Location:Oregon State Credit Union 1980 NW 9th St., Corvallis, OR 97330
Contact name:Investment Services
Phone:541-714-4296
Description:

Investment Strategies for Retirement

This in-person educational presentation will discuss the fundamentals retirement planning including:

  • What investment strategies can help pursue retirement goals
  • What will this new phase of life cost
  • What sources do we anticipate having
  • And more

Presented by:

Tristan C. Peterman, MBA, CFP®, ChFC®
Financial Advisor
CUSO Financial Services, L.P. (Member FINRA/SIPC)
At Oregon State Credit Union
Phone: 541-714-4368
Chris Knackstedt, AAMS®
Financial Advisor
CUSO Financial Services, L.P. (Member  FINRA/SIPC)
At Oregon State Credit Union
Phone:  541-714-4161

Space is limited - Registration is required—*Register for this in-person seminar by clicking the registration link below. 

*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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