Thursday, February 17
Thursday, February 24
11:30 am - 1:00 pm (MT)
Webinar - Zoom
Join us for a 401(k) Rollover and IRA Consolidation webinar either February 17 or February 24. Daniel Urquidi, CFS* Financial Advisor will discuss different options for 401(k) rollover and IRA consolidation when experiencing a job or life event change. Click the buttons below to RSVP to either free webinar using Zoom. A confirmation email will be sent with a link to the webinar. RSVP is required.
February 17, Webinar
February 24, Webinar
*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Responses to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in their website is the U.S. residents only and does not constitute an offer to sell, or solicitation of an offer to purchase brokerage services to persons outside of the United States.