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Investment Basics - Paso Robles Location

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SESLOC Federal Credit Union

705 Golden Hill Road

Paso Robles, CA 93446

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Investment Basics

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

booksInvestment 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: Brian Lee, CFS* Financial Advisor at SESLOC Wealth Management.

Plan to attend and start planning ahead. We look forward to seeing you!



FAQs

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 info@sesloc.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.

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Date and Time

Location

SESLOC Federal Credit Union

705 Golden Hill Road

Paso Robles, CA 93446

View Map

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