Investment Basics

When
Wednesday, June 28, 2017 - 5:30 - 7:00 pm
Where

New England Federal Credit Union
141 Harvest Lane
Williston, VT

Presenter(s)
Jonathan Whitehouse & Scott M. Hinman, ChFC®, Financial Advisors, CUSO Financial Services, L.P.
Seats Available
27
 

Are Your Investments on Track – a seminar on Investment Basics -

The best investing strategy is a carefully planned and prepared approach to managing and accumulating money. A well-planned strategy can help you meet your short-term, mid-term, and long-term financial goals. Investment planning requires discipline and patience. But it doesn’t have to be difficult.
You'll also receive a complementary workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the 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. New England Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.