Having a strong financial plan is the foundation to help build wealth and to make sound investment choices. Many Americans simply invest their funds into a retirement plan or other investment account, but do not have a financial plan. Therefore, they run the risk of owning investments that are not in line with their personal goals, objectives and risk tolerance. In this educational workshop, you will learn the keys to developing a strong Financial Plan which can serve as your blueprint to help achieve your long-term goals.
*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. UMassFive College Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.