Value Added Seminars
Sb1's Financial Services program, available through CUSO Financial Services, LP (CFS)* is proud to offer a full range of seminars to all of your employees. Seminar topics include:
Retirement Planning
Are you prepared for retirement? Will you be able to live the retirement life you wish to lead? In this workshop we will discuss : Roadblocks to avoid when planning for retirement, Keys to Successfully Planning, the Basics of Investing and Calculating your retirement needs.
Investing for Your Retirement
What you need to know about investing and how it may effect your retirement. We will take an in-depth look at investments used to build your retirement nest egg, investment strategies for retirement planning & keys to determining whether an investment is appropriate for you.
Educational Planning
The expense of education is ever increasing and there are many options to consider when met with the challenge of saving for this goal. This is what you need to know if you have children, grandchildren or other family members considering higher education.
Protecting Your Family and Assets
What coverage do I need? Why am I hearing so much about Long Term Care Insurance? Is my family protected in the event of tragedy? What are the questions that you have been wanting to ask about insurance but were afraid to ask? We will have discussion surrounding insurances (Property & Casualty, Life Insurance & Long Term Care) - what are they, reviewing the basics of each, who needs to considering each!
Building a Strong Financial Foundation
Are you prepared for "Life Happening" to you? We will review the basics to establishing a strong financial foundation with emergency funds, making better decisions regarding debt and covering the basics to investing.
*Securities offered through CUSO Financial Services, LP (CFS), an independent broker/dealer, (Member FINRA/SIPC). Financial Advisors are independent representatives registered through CFS. The products offered are not NCUA/NCUSIF or otherwise insured; are not obligations of the credit union; are not guaranteed by the credit union; involve investment risks, including possible risk of principal.
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