Complimentary seminar presented by SCCU Retirement & Financial Advisors on Tuesday, April 9, 2019 from 5:30 to 7 p.m. at the SCCU Administration Building located at 1320 Grand Ave, Superior, WI 54880.
Everyone can benefit from a financial plan that is tailored to individual needs and circumstances. A financial roadmap can motivate you to save money, help you meet your financial goals, and improve your overall financial security now and in the future.
In this seminar on Financial Planning Basics, you'll learn:
• How to construct a budget and the importance of establishing an emergency fund
• Credit fundamentals
• Basic investment concepts, including risk tolerance and the difference between pre-tax, after-tax, and tax-deferred investments
• Basic estate planning concepts
You'll also receive a free 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. 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.