Plan for a financially successful retirement

Attend a complimentary retirement planning seminar.

CUSO Financial Services, L.P.*

You've saved and invested for your retirement...

But as the big day gets closer, you begin to question if you’re ready for it.

Having a plan is essential to ensure sufficient retirement income, and our CFS* professional is here to help guide you through what to consider in helping establish financial stability.

We want to help

Attend a complimentary seminar presented by David Weis, our knowledgeable and experienced financial advisor available through our broker-dealer CUSO Financial Services, L.P. (CFS)*.

When is the seminar?

Date

Tuesday, March 21

Time

6:00 p.m.

Location

Arsenal HQ (3780 Vogel Road, Arnold, MO 63010)

What will you learn?

We’ll help to answer some basic questions about your retirement, including but not limited to:

What does retirement mean to you?
When do you plan to retire?
How long will your retirement last?

Reserve your spot today

Fill out the short form to RSVP to this retirement planning seminar. After completing the form, make sure to add the date to your calendar. We can’t wait to see you there.

Attend a complimentary seminar

Form for submissions to David's seminars. Please reuse this form for all future events.

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Disclaimers

^{*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states.}

^{Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.}

^{CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.}