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SCCU Retirement & Financial Advisors Seminar: Investment Basics

Complimentary seminar presented by SCCU Retirement & Financial Advisors on Tuesday, April 23, 2019 from 5:30 to 7 p.m. at the SCCU Administration Building located at 1320 Grand Ave, Superior, WI 54880. 

The best investing strategy is a carefully planned and prepared approach to managing and accumulating money. A well-planned strategy can help you meet your short-term, mid-term, and long-term financial goals. Investment planning requires discipline and patience. But it doesn’t have to be difficult.

In this seminar on Investment Planning, you'll learn:

• Investment fundamentals, including the effects of inflation and compounding
• How to identify financial goals and time horizons
• How to measure your risk tolerance, and the relationship between risk and return
• The difference between cash equivalents, bonds, stocks and mutual funds, and the importance of asset allocation

You'll also receive a workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

To reserve your spot, please contact 715-398-8918 or email [email protected]

Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A [program name], which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
FR-2487631.1-0419-0419

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