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Member Resources

Upcoming seminar:

SEMINAR

DETAILS

Understanding Social Security Seminar 

February 11, 2020
5:30 pm 
 
Eastlake Branch
884 Eastlake Pkwy, Ste. 1615,
Chula Vista, CA 91914

Join Paul Vanden Brook, Financial Advisor, for a complimentary educational workshop and learn how to:

  • Understand time frames for filing for Social Security
  • Evaluate the best options for yourself and your spouse
  • Incorporate Social Security in retirement planning
  • Look tax implications when receiving Social Security benefits

Are you prepared? Seminar

February 25, 2020
6:00pm-7:00pm
 
Inglewood Branch​  
3550 W. Century Blvd
Inglewood, CA 90303

Join Mike Greene, 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

Tax-Efficient Strategies Seminar

February 26, 2020
6:00-7:00pm

Hyatt Regency Valencia - Newhall Room
24500 Town Center Drive
Valencia, CA 91355
*Parking will be validated at the Hyatt
 

March 4, 2020
6:00-7:00pm

Glendale Branch
701 N Brand Blvd.
Glendale, CA 91203

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

  • Understand the different taxation methods so you can help increase your returns
  • Reposition your assets and accounts in a more tax-efficient way
  • Develop strategies to help you manage your investment earnings

Light refreshments will be served.

    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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