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Financial Planning Basics

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Providence Willamette Falls Community Center

519 15th Street

Oregon City, OR 97045

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Presented by Tony Fox, CFS* Financial Advisor.

Jump start your financial planning. Learn processes and ideas that can help you create a personalized plan based on your unique financial needs. Join our complimentary Financial Planning Basics Workshop.

  • Overview of the entire financial planning process from basic budgeting to complex retirement planning
  • Learn about topics relevant to your goals, regardless of where you are financially
  • Engage in brief discussions about budgeting, investing, retirement plans, and insurances

Light refreshments and beverages will be served. Please register now to reserve your spot! Feel free to invite family and friends.

Hurry, space is limited!


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

Providence Willamette Falls Community Center

519 15th Street

Oregon City, OR 97045

View Map

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