Join our Wealth Builder seminar series in 2014!
Our belief is people who have a firm grasp on financial concepts will be successful at managing their money. Our Wealth Builder Seminar Series helps our members and our community learn how to be financially healthy. If you are starting to save for retirement or figuring out what insurance you need, our workshops can help you determine the financial steps to lead you to success!
Some seminar topics include:
- Understanding Insurance*
- Estate Planning**
- Smarter Money Management
- Avoiding Social Security Pitfalls**
- Retirement Planning**
(Retirement-related seminars are presented by Financial Center’s CFS** Financial Advisors.)
Check out our events page to see upcoming events and to register. Earn $50 when you attend two seminars.***
*Insurance service provided by Financial Center Services (FCS), LLC. Financial Center Service Corporation is a Credit Union Service Organization owned by Financial Center Federal Credit Union. Sales and servicing of all insurance products is the responsibility of the Credit Union Service Organization. Insurance products or services are not insured by the NCUA.**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. and its representatives do not provide tax advice. For such advice, please contact a tax professional.***One workshop incentive paid per member age 18 and over per year.