Financial Planning Basics

Wednesday, February 27, 2019 - 5:30 pm

New England Federal Credit Union
141 Harvest Lane, Williston, VT

Jonathan Whitehouse & Scott Hinman, ChFC®, Financial Advisors, CUSO Financial Services, L.P.
Seats Available

A strong financial plan is the foundation to building wealth and making sound investment choices. Many people simply invest their money into a retirement plan or investment account without a solid financial strategy. Your strategic plan ensures your investments reflect your personal goals, objectives, and risk tolerance.

In this seminar, you will learn the key to developing a strong financial plan which will guide the success of your long-term goals.


*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. New England Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.