Financial Planning Basics*

When it comes to financial planning, where do you even begin? There’s no such thing as a “one size fits all” financial plan, but this intro seminar can kickstart your custom strategy with a few fundamental building blocks. We’ll talk through how to set financial goals, construct a budget, create an emergency fund, plan for retirement and use basic investment concepts. Plus, better understand insurance protection and the rudiments of estate planning.

We will host this seminar digitally. You’ll be able to participate from any device, and we’ll send an invitation with a link and instructions before the seminar starts. All you need to do is RSVP.

* 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 guaranteed or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Elevations Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.

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