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Complimentary financial seminars

Build your retirement account and create a financial plan

Tuesday, September 23
6-7 pm
Kearny Mesa branch, 9420 Farnham St.

Thursday, September 25
6-7 pm
Sports Arena branch, 3777 Sports Arena Bl.

Be sure you're on the right track for a comfortable retirement. Attend this informative complimentary workshop to learn:

  • How to establish a strong financial foundation
  • Creating an emergency fund
  • Handling debt wisely
  • The importance of regular reviews and rebalancing
Your family, friends, and co-workers are welcome too. Light refreshments will be served.

RSVP by September 20, 2014, by calling 858-495-3400 or 888-495-3400, or send us an email. Put "Financial planning seminar" in the subject line, and be sure to include your name and phone number.

Complimentary workshops are offered through CUSO Financial Services. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and 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. Point Loma Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

 

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