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Do You Have a Tailored Financial Plan?

Everyone can benefit from a financial plan that is tailored to individual needs and circumstances. A financial roadmap may help you improve your overall financial security now and in the future. You’ll learn:

  • How to construct a budget and the importance of having an emergency fund

  • Credit fundamentals

  • Basic investment concepts, including risk tolerance and investment strategies

  • Basic estate planning concepts

This event will be held Tuesday, February 18, 2020 noon-1pm

To attend in person:

NIH Bldg. 49/Room 1A51

RSVP to: Hope Madsen 301.296.0678

To attend via webinar, click on the green button

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Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.  The representative may also be a financial institution employee that accepts deposits on behalf of the financial institution. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.[KBJ1] FR-2904012.1-0120-0222