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.
Women and Money.
Women account for more than half of all workers in management and professional positions and own millions of businesses, yet many face retirement challenges that men do not. In this workshop, learn more about these challenges and how to develop strategies to secure a confident, comfortable retirement.
There are currently no workshops scheduled.
Principles of Long-Term Investing.
As investing becomes more and more complex, it’s important to shut out the chatter and focus on what counts. Learn how to keep calm by considering the principles of long-term investing.
There are currently no workshops scheduled.
Retirement Income Planning.
Learn how to determine your savings needs and how to account for inflation, taxes, and other factors. We'll also review the ins and outs of some retirement-savings options.
Virtual workshop. Zoom link will be sent upon registration.
| Date | Time | Registration |
|---|---|---|
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Wednesday, April 17 |
12:00 PM - 1:00 PM |
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Wednesday, May 22 |
12:00 PM - 1:00 PM |
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Wednesday, June 26 |
12:00 PM - 1:00 PM |
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.