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In this seminar, CFS* and UFCU will focus on the importance of creating a satisfying, purpose-driven life — and how a sense of purpose can actually help you live longer, healthier, and happier. You’ll leave with some tools to help put that life and your retirement* goals within your reach so you can begin reconciling your desires with your financial priorities.
* 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. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS does not provide tax or legal advice. For such guidance, please consult a qualified tax and/or legal advisor.