Informed Women Know More
7 Strategies to help you take control
Research has shown that even though many women are well educated, have successful careers, and are earning more than at any time in history, women often lack confidence when it comes to their financial strategies.
Join us for this complimentary seminar, where we’ll provide you with seven value-boosting strategies for attaining financial security in the future.
Hosted by Consumers Credit Union and our CFS* Financial Advisors. Presented by Minde Parks, Regional Vice President at AXA.
Minde Parks is not affiliated with CUSO Financial Services, L.P. and/or Consumers Credit Union.
*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. Consumers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA and investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.