Are you interested in rolling over an investment account? Do you have questions regarding your current or future investments or retirement planning?
On Thursday, September 19, 2013, Consumers Credit Union’s Gull Road office is hosting a complimentary Retirement Income Planning Seminar at 6:00 pm to help you think through the above questions.
This seminar will be presented by Bill Bouma, a CFS* Financial Advisor at Consumers Credit Union. With a background in business and finance and a solid commitment to the financial well-being of each member, Bill is ready to help with retirement planning, educational planning, and investment management.
To reserve your seat for this educational seminar, please register here.
*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. (Consumers Credit Union OR “The credit union”) has contracted with CFS to make non-deposit investment products and services available to credit union members.