Complimentary Investment Services Seminar
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.