Financial Planning Workshop
Wednesday, October 19th at 6:15 p.m.
565 Buckingham Way, San Francisco, CA
Register with Kevin Rucker
(415) 674-4874 | firstname.lastname@example.org
Most Americans will complete their education without ever taking a class on the topic of financial planning. Instead, we get our education from the School of Hard Knocks! SF Fire Credit Union and CUSO Financial Services, L.P. (CSF)* are here to help. We’re hosting a workshop designed to answer your questions. We will discuss goal setting, budgeting, planning for emergencies, credit, investing, retirement planning and more.
We look forward to seeing you soon.
*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. For specific tax advice, please consult a qualified tax professional.