What’s your financial plan? Get a jump start or refresher as we cover an overview of the financial planning process that can help you build an individual financial plan based on your needs.
Presented by Tony Fox, AAMS®, our CFS Financial Advisor, this workshop will cover an overview of setting goals, insurance, investing, saving for college, retirement planning, and estate planning.
Join our free Financial Planning workshop on Thursday, February 9th from 6:30-8:00 pm. It will be held at Providence Willamette Falls Community Center, 519 15th Street in Oregon City.
Light refreshments and beverages will be served. Please RSVP by calling (503) 722-5470, or send an email to Dawn.Andrade@clackamasfcu.org to reserve your spot. Feel free to invite family and friends! Hurry, space is limited!
*Non-deposit 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.