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Member Resources

Upcoming seminar:

SEMINAR

DETAILS

Retire on Purpose:
Creating the Life you want.


June 20, 2019
10:30am-11:30am
 
North Island Branch​
Saufley Street, Building #318
San Diego, CA 92135
Join Manuel Horner, Financial Advisor Associate, for a complimentary educational workshop and learn how to:
  • Identify areas to focus on that can help improve health and longevity.
  • Validate your life’s purpose and track where you are to your goal.
  • Understand how a financial plan can help you achieve the life you want.
Tax Efficient Strategies: Help
keep more of your earnings.


June 25, 2019
6:00pm-7:30pm
 
North Hills Branch​
9026 Woodley Avenue
North Hills, CA 91343
Join Sean Coumans, CFS* Advisor, for a complimentary educational workshop and learn how to:
  • Understand the different taxation methods so you can potentially help increase your returns.**
  • Reposition your assets and accounts in a more tax-efficient way.
  • Develop strategies to help you manage your investment earnings.
Tax Efficient Strategies: Help
keep more of your earnings.


June 27, 2019
6:00pm-7:30pm
 
Glendale Branch​
701 N. Brand Blvd
Glendale, CA 91203
Join Sean Coumans, CFS* Advisor, for a complimentary educational workshop and learn how to:
  • Understand the different taxation methods so you can potentially help increase your returns.**
  • Reposition your assets and accounts in a more tax-efficient way.
  • Develop strategies to help you manage your investment earnings.

 

A special event for our members and guests. Submit your name and contact information below to rsvp to this upcoming seminar.

 

*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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