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Our North Hollywood branch is at a new location: 4758 Lankershim Blvd, North Hollywood, CA 91602.

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Member Resources

Upcoming seminar:

SEMINAR

DETAILS

Let Us Help You Get Prepared

August 13, 2019
5:30pm-6:30pm
 
Eastlake Branch​
884 Eastlake Pkwy
Suite #1615
Chula Vista, CA 91914
Join Paul Vanden Brook, 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.
Simply Speaking FIA

September 17, 2019
6:00pm-7:00pm
 
Torrance Branch​
20016 Hawthorne Blvd
Torrance, CA 90503
Join Mike Greene, Financial Advisor, for a complimentary educational workshop and learn how to:
  • Understand how fixed index annuities work.
  • Evaluate whether a fixed index annuity should be a part of your retirement portfolio.
  • Incorporate methods for protecting your savings from market volatility.
  • Look at ways to generate a predictable stream of income for retirement.

Understanding Annuities

September 17, 2019
6:00pm-7:00pm
 
North Hills Branch​
9026 Woodley Ave.
North Hills, CA 91343

September 19, 2019
6:00pm-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 if an annuity is right for you and the common benefits among them.
  • Evaluate the structure of your annuity and how it will affect your income payments and benefits.
  • Incorporate the many factors involved in developing your personal plan for a retirement budget.
  • Look at the basics for you to choose a strong and stable company that can help you achieve your future income needs.

Social Security - 7 Keys to Enhancing Benefits


September 17, 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 basics of Social Security, including when to start taking benefits
  • Take a deeper dive into Social Security, such as working in retirement
  • Take the next step at this seminar by rethinking your own retirement strategies

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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