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800.991.2221
269.345.7804

 

PO Box 525
Oshtemo, MI 49077-0525

 

Routing # 272481839

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Retirement Income Planning

6:00 PM - 7:00 PM

Wednesday, November 06, 2013

829 East Chicago Street, Coldwater

 

Are you interested in rolling over an investment account?

Do you have questions regarding your current or future investments or retirement planning?

Special thanks to Northwoods Coffee Co. for hosting this event.

This complimentary investment seminar will be presented by Bill Bouma, a CFS* Financial Advisor at Consumers Credit Union. With a background in business and finance and a solid commitment to the financial well-being of each member, Bill is ready to help with retirement planning, educational planning, and investment management.

*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 Invest¬ment 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. (Consumers Credit Union OR “The credit union”) has contracted with CFS to make non-deposit investment products and services available to credit union members.


To reserve a seat, please complete the following form.

 

*First Name:

 

*Last Name:

 

*Street Address:

 

*City:

 

*State:

 

*ZIP:

 

*Phone:

 

Member Number:

 

Email: (for event reminder)

 

*Total Number of Attendees:

 

Have specific questions?


By registering for this seminar, I grant to Consumers Credit Union, its successors and assigns, the right to photograph me and the right to use such photographs with or without my name or with a fictitious name, in any manner without limitation as to change, duration, frequency or territory in connection with the advertising and public relations of Consumers Credit Union, its affiliates, their successors and assigns, in any media, and the right to copyright same. I waive all right of inspection and approval, and release Consumers Credit Union and its affiliates, their successors and assigns, from any and all liability arising out of the exercise of the rights hereby granted.

 

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