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Financial Planning
Basics Webinar

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Learn Financial Basics From a Financial Advisor

Financial literacy is more important than ever. Yet in the U.S., only 34% of individuals can answer at least four questions on a basic five-question financial literacy quiz correctly.¹ With so much information out there and so much to learn, it can feel overwhelming, and you might not know where to start.

That’s why we’re offering a complimentary webinar called Financial Planning Basics to Grow members. During the webinar, our Financial Advisor will review essential topics including budgeting, saving, using credit, investing, tax planning, saving for retirement and estate planning.²

Next session:
Financial Planning Basics
Tuesday, November 9, at 12 pm

Hosted by:
Brian Rumbles, CRPC^®
Financial Advisor

Additional sessions will be offered throughout the year, so if the above date doesn’t work for you, don’t worry! We will let you know through email as more sessions are scheduled.

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¹Financial Industry Regulatory Authority. “U.S. Survey Data at a Glance.”
²Check the background of your Financial Advisor with FINRA’s BrokerCheck.
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. For specific tax advice, please consult a qualified tax professional.