Free

Financial Planning 101 Workshop

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Financial Learning Room @ Westbrook

1691 Westbrook Plaza Drive

Winston-Salem, NC 27103

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Allegacy Investment Group, available through CFS*

As you can imagine, there is a lot to learn when it comes to Financial Planning. Let us help you take some of the guess work out of this process. Join us for a special session dedicated to learning about Financial Planning basics including an overview of the process. We will review the importance of setting goals, creating a budget, having an emergency fund and even touch on subjects like Tax planning, Saving for college, Retirement planning and Estate planning too. It’s in your best interest to equip yourself with the knowledge and tools to create a plan that’s right for you – let us help you get started.


*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. Allegacy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
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Date and Time

Location

Financial Learning Room @ Westbrook

1691 Westbrook Plaza Drive

Winston-Salem, NC 27103

View Map

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