Simple Tips To Manage Your Money
Wednesday, February 24, 2010—6:30-8 p.m.
Open to the Public
Whittier Branch, 8028 Greenleaf Avenue
RSVP by February 22—562.365.1882, RSVP@CUSoCal.org (email)

• Create and manage a workable budget
• Develop an easy record keeping system
• Build and maintain the best credit record
• Prepare for unexpected expenses
• Invest and plan for your future

CU SoCal's workshop is presented by the professional and certified staff of ClearPoint Credit Counseling Solutions™

 

Helping to Build a Foundation for Retirement
Wednesday, March 31, 2010—6:30-8 p.m.
Open to the Public
Whittier Branch, 8028 Greenleaf Avenue
RSVP by March 29—562.365.1882, RSVP@CUSoCal.org (email)

• Learn how to transition retirement savings into a predictable income stream
• Learn investment options for a financially independent retirement
• Discover ways to help minimize the impact of income taxes
• Initiate a long-term investment plan. The sooner you begin a plan, the more likely your plan will succeed

CU SoCal's workshop is presented by CUSO Financial Services, L.P. (CFS) an independent broker/dealer.

Investment products and services offered through CUSO Financial Services, L.P. (CFS) an independent broker/dealer, are not NCUA/NCUSIF insured, not credit union guaranteed and may lose value. Financial advisors are employed and registered with CFS. CU SoCal is in partnership with CFS (Member FINRA/SIPC).