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Home / Member Resources

Member Resources

Upcoming seminar:

SEMINAR

DETAILS

Are You Prepared? - Seminar

Canceled due to COVID-19 health and safety

 

Join Josephine Anacleto, Financial Advisor, for a complimentary educational workshop and learn how to:

  • Understand market cycles
  • Evaluate options as markets fluctuate
  • Incorporate plans for managing risks
  • Look at the history of markets

Are You Prepared? - Seminar

Canceled due to COVID-19 health and safety

Join Tracie Markson-Krosky, Financial Advisor, for a complimentary educational workshop and learn how to:

  • Understand Market cycles
  • Evaluate options as markets fluctuate
  • Incorporate plans for managing risks
  • Look at the history of markets

Guest speaker Chad Brooks - Lincoln Financial

7 Keys to Enhancing Social Security Benefits - Seminar
 

Canceled due to COVID-19 health and safety

Join Carlo Boton, Financial Advisor, for a complimentary educational workshop and learn how to:

  • Understand the basics of Social Security, including when to start taking benefits
  • Evaluate Social Security benefits changes
  • Incorporate Social Security benefits into retirement planning
  • Look at enhancing Social Security benefits

Guest speaker Bryan Yi - Simplicity Life

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.

Federally Insured by NCUA, Equal Housing Lender
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