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Member Resources

Upcoming seminar:

SEMINAR

DETAILS

Are You Prepared? Tax Seminar 

October 24, 2019
10:30-11:30am
 
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:

  • Understand market cycles.
  • Evaluate options as markets fluctuate.
  • Incorporate plans for managing risks.
  • Look at history of markets.
  • Lunch will be provided.

Healthcare in Retirement

October 30, 2019
6:00pm-7:00pm
 
Mira Mesa Branch​ 
9420 Mira Mesa Blvd.
San Diego, CA 92126

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

  • Understand the variety of Medicare choices available.
  • Evaluate the different coverages and their costs.
  • Incorporate healthcare costs into retirement planning.
  • Identify options that may help address the cost of healthcare in retirement.

10 Things Everyone Should Know About 529 Plans

November 5, 2019
6:00-7:30pm
 
Glendale Branch
701 N Brand Blvd.
Glendale, CA 91203

November 7, 2019
6:00-7:30pm
 
Hyatt Regency Valencia - Castaic Room
24500 Town Center Drive
Valencia, CA 91355
*Parking will be validated at the Hyatt

Join Sean Coumans, Financial Advisor, for a complimentary educational workshop and learn how to:

  • Understand the tax benefits of 529 Plans.
  • Evaluate the multiple investment options available.
  • Incorporate 529 Plans into your estate planning.
  • Look at the different ways 529 Plans can be used for higher education.

    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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