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Member Resources

Upcoming seminars:

Date & Location

Time

Thursday, March 8, 2018
CCU Glendale Branch
701 N. Brand Blvd., Glendale, CA 91203
 
6:00pm
Monday, March 19, 2018
CCU North Hills Branch
9026 Woodley Ave., North Hills, CA 91343
6:00pm

Join us for a complimentary educational workshop and learn how to:

  • UNDERSTAND the different taxation methods so you can help incease your returns
  • REPOSITION your assets and accounts in a more tax-efficient way
  • DEVELOP strategies to help you manage your investment earnings

Join us on March 8 in Glendale, or March 19 in North Hills, for an informative evening that will provide you with resources and vital strategies to help you manage your investments. A special evening for our members and guests. Submit your name and contact information below to rsvp and receive a reminder email just prior to the event with more information.

 

*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. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.

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