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Home / Member Resources

Member Resources

Upcoming seminar:

SEMINAR

DETAILS
The ABC's of Retirement Planning
Thursday, June 21, 2018
5:00pm-6:15pm
 
California Credit Union
North Hollywood Branch
11331 Camarillo Street, Ste. B
North Hollywood, CA 91602		 Join Humberto, CFS* Advisor, for a complimentary educational workshop and learn how to:
  • Understand retirement plan options including qualified and non-qualified account types.
  • Evaluate the pros and cons of a pension, 401(k), 403(b), 457, TSA, Roth IRA, SEP IRA, and other retirement plan options.
  • Incorporate the many factors involved in developing your personal monthly plan for a retirement budget.
  • Look at the basics of Social Security and evaluate potental income gaps.
Tax-Efficient Strategies Seminar​
Wednesday, July 18, 2018
6:00pm - 7:00pm
 
California Credit Union
Carson Branch
633 E. University Drive, Ste. A,
Carson, CA 90746		 Join Mike Greene, CFS* Advisor, 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

 

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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