Archive Links

Consumer Archive
CU System Archive
Market Archive
Products Archive
Washington Archive
150x172_CUEffect.jpg
Contacts
LISA MCCUEVICE PRESIDENT OF COMMUNICATIONS
EDITOR-IN-CHIEF
MICHELLE WILLITSManaging Editor
RON JOOSSASSISTANT EDITOR
ALEX MCVEIGHSTAFF NEWSWRITER
TOM SAKASHSTAFF NEWSWRITER

News Now

Products
CUSO Financial Services launches life stage workshops
SAN DIEGO (6/22/09)--CUSO Financial Services (CFS), a broker dealer and registered investment adviser, will offer workshops to help educate credit union members about their finances and how they can plan for financial needs through various life stages. The interactive workshops will offer information about getting started in investing, rebuilding and growing retirement assets, transferring wealth and assessing income needs in retirement. The CFS program tailors workshops, marketing materials and training for advisers based on each credit union’s demographic profile. CFS provides the materials free to registered investment advisers. Several credit unions already are offering the workshops. They include: Fort Campbell FCU, Clarksville, Tenn.; University of Kentucky FCU, Lexington, Ky.; CORE CU, Statesboro, Ga.; and GeoVista CU, Hinesville, Ga. University of Kentucky FCU said the program received an “unbelievable response.” “More than two-thirds of the attendees [made] follow-up appointments to speak privately with investment advisers,” said Steve Seals, University of Kentucky FCU investment adviser.
Other Resources

RSS





print
News Now LiveWire
Record # of applicants for Crash the GAC means every state & D.C. will B represented by young #CU professional at #CUNAGAC #crashthegac15
14 hours ago
.@WOCCU and @CUNA are co-hosting 2015 America’s CU Conference July 12-15 in Denver. Registration is open here: http://t.co/FanFeaO0bC
14 hours ago
Recording of @CUNA Jan. 26 #rbc2 webinar is now available online here: http://t.co/jgxkd65Fj0 Just sign in and listen.
15 hours ago
.@SEC_News 2/19 proxy voting roundtable: contested director elections, increasing retail shareholder participation http://t.co/8k0p6ZvNL8
15 hours ago
.@TheNCUA posted resources 2 help consumers protect themselves,take action if they believe they were ID theft victims:http://t.co/HVaikbuT9H
16 hours ago