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Complimentary Investment Services Seminar

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Tax Tactics - Strategies to Help Reach Your Financial Goals

Taxes impact every aspect of your financial and retirement planning. Come to our complimentary seminar to learn about:

  • Tax deferral – postpone taxes on earnings
  • Annuities and their unique benefits
  • Taxes and common investments
  • The power of asset allocation
Date: Tuesday, June 13, 2017
Time: 10:00 a.m. or 6:00 p.m.
Location: 2625 Corporate Place, Monterey Park, CA 91754
RSVP: By June 12, 2017

Light refreshments will be served.

One-on-one meetings also available

CFS* Financial Advisor Howard Wess will be on hand to discuss your personal financial situation and offer a complimentary assessment. To RSVP for your one-on-one appointment, please call Howard at 800-222-1226 ext. 5949.

Reservations are limited, book your seat today!

*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 guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Representatives are registered through CFS. F&A Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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