The Value in Advice

Professional guidance can help you create a personalized plan for achieving your financial goals. This advice can vary from technical product and financial services to behavioral strategies for maximizing your money. Your financial plan then becomes a roadmap helping you align your decision-making with the things that you value most.

Join us to discover the value in professional advice, the changing legal landscape, and its impact on your plan.  We’ll discuss how to navigate the current economy while managing risk and reaching your financial goals.

Register here

Wednesday, June 21, 2023 - 12:00-1:00 pm

NEFCU Financial Group - Online 

Colin Lake, Founder/President, Developing the Next Leaders & Lisa Cruser, AAMS®, CFS Financial Advisor, CUSO Financial Services, L.P.
Additional Information

*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.