Investment & Insurance Education Classes

Investment & Insurance Education Classes

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Rogue Credit Union and CUSO Financial Services, LP., Financial Advisors are committed to providing investor education.  Rogue financial advisors conduct several seminars throughout the year focused on providing you with the basics needed to get started investing. Occasionally, we will provide a product specific seminar in order to help investors understand how a more complex product might provide a specific solution. Our seminars are always intended to be educational and no commitments are ever expected in the seminars.

Seminar Topics include:

  • PERS Retirement Planning
  • Introduction to Investing
  • Women and Investing
  • Covering products such as Mutual Funds, Variable Annuities or Managed Accounts
  • Retirement Plans and Planning

If you are interested in discussing a seminar topic in more detail, you may always click here to schedule a no cost/no obligation appointment.

Routing # 323274775

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