Today, more people realize that they need a sound investment strategy to help pursue their financial goals — whether those goals include a comfortable retirement, a vacation home, a trip around the world, or a child’s college education.
Traditional savings accounts and certificates of deposit often don’t provide sufficient growth potential to help investors reach their objectives. Yet many people are intimidated by the idea of investing because they are concerned about market volatility or don’t know where to begin.
Join us for an educational presentation where we will focus on:
- Five myths and truths of investing
- Strategies that could help your money work smarter and harder
- How to select investments that match your objectives
- Diversifying your portfolio to help limit your exposure to risk
- The potential benefits of professionally managed investments
- How to help your money accumulate with tax-advantaged accounts
Hosted by Consumers Credit Union and our CFS* Financial Advisors.
*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.