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Complimentary Financial Planning Workshop, by Investment Solutions through...

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South Carolina Federal Credit Union

6265 Rivers Ave

North Charleston, SC 29406

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A financial plan can help you have more confidence in your financial future, and is critical prior to or just after retirement. Join Investment Solutions, through CFS*, for a demonstration of MoneyGuidePro®**, financial planning software from PIEtechSM, where we will walk through building a sample plan designed to:

  • Identify your unique goals and priorities
  • Identify the financial resources to help achieve your goal
  • Determine the level of investment risk and return that is appropriate for you
  • Create a personal plan outlining the investment and insurance services needed to help achieve your retirement goals
  • Put your plan into action


*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. CUSO Financial Services, L.P. and its representatives do not provide tax advice. For such advice, please contact a tax professional. Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

**MoneyGuidePro® is a registered trademark of PIEtechSM. All images and screen shots are ©PIEtech. Produced with permission. All rights reserved.

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South Carolina Federal Credit Union

6265 Rivers Ave

North Charleston, SC 29406

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