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CUSO Financial Services launches life stage workshops
SAN DIEGO (6/22/09)--CUSO Financial Services (CFS), a broker dealer and registered investment adviser, will offer workshops to help educate credit union members about their finances and how they can plan for financial needs through various life stages. The interactive workshops will offer information about getting started in investing, rebuilding and growing retirement assets, transferring wealth and assessing income needs in retirement. The CFS program tailors workshops, marketing materials and training for advisers based on each credit union’s demographic profile. CFS provides the materials free to registered investment advisers. Several credit unions already are offering the workshops. They include: Fort Campbell FCU, Clarksville, Tenn.; University of Kentucky FCU, Lexington, Ky.; CORE CU, Statesboro, Ga.; and GeoVista CU, Hinesville, Ga. University of Kentucky FCU said the program received an “unbelievable response.” “More than two-thirds of the attendees [made] follow-up appointments to speak privately with investment advisers,” said Steve Seals, University of Kentucky FCU investment adviser.
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