San Francisco, California
London, United Kingdom
Investing is a carefully planned approach to managing and accumulating money. Investment planning is about discipline and patience, but it doesn’t have to be difficult.
In this seminar we’ll discuss these basic concepts:
- Identifying your goals and time horizon
- The various types of investments – their advantages and disadvantages
- Investment methods and asset allocation
- The relationship between risk and return
- Your 401(k) – a tax-advantaged “bucket” of investments
Investment planning depends largely upon your comfort with risk, your life stage and your goals. Whether you do it yourself or consult a financial professional, sound information will help you make informed decisions.
Presentor: Linda Cohen, CFS* Financial Advisor at SESLOC Wealth Management.
Plan to attend and start planning ahead. We look forward to seeing you!
Do I have to bring my printed ticket to the event? Your ticket speeds the check-in process, but your name will be on our registration list and your space will still be reserved.
What if I discover I can't attend? If you find you cannot attend, please go to EventBrite and cancel your registration. Events can fill up and someone else will appreciate the opportunity to take your space.You may also email firstname.lastname@example.org or call us at 805-543-1816 to cancel.
What time do the doors open? Our doors open at 5:30 and light refreshments are served.
*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. SESLOC has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS and its representatives do not provide tax advice. For specific tax advice, please consult a qualified tax professional.
When & Where
SESLOC Federal Credit Union
SESLOC Federal Credit Union is a not-for-profit, full-service financial institution, providing banking services to all who live, work, or attend school in San Luis Obispo County and Northern Santa Barbara County. Founded in 1942, SESLOC has branches in Paso Robles, Atascadero, San Luis Obispo, Arroyo Grande and Santa Maria, and more than 50 local ATMs.