Learn about investing for your future, including IRAs, long-term care, and more.
Attend a complimentary workshop hosted by the CFS* financial advisors at STCU Investment Services.
Upcoming workshops.
Retirement Income Planning on a Paper Napkin Workshop
On track to retire? Got 15 minutes? We can help see if you’re ready, on the right path, or in need of some guidance. Let us create a financial plan to give you some options and to show you what you need to do to secure your financial future. Presented by CFS* Financial Advisor Chase Naccarato. Refreshments will be provided.
| Date/time | Location | Registration |
|---|---|---|
|
Tuesday, January 14 |
Osprey Restaurant & Bar. |
Disclosures
*Important disclosures about STCU Investment Services and CFS.
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.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Check the background of CUSO Financial Services, L.P. and our CFS* advisors on FINRA's BrokerCheck®.
See additional disclosures at cfsdisclosure.com, third party sites not affiliated with STCU.