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Event Details

Event Name:Financial Planning Basics - Juan Tabo
Date:June 25, 2019 5:30 PM - 6:30 PM
Price:Free
Available Spots:58
Location:Juan Tabo, 3707 Juan Tabo NE, Albuquerque, NM
Phone:505.293.0500
Description:

Financial Planning Basics

An Overview of the Financial Planning Process

Presented by the MEMBERS Financial Services Program located at SLFCU

  • Establishing and prioritizing goals
  • Understanding the risk-reward trade-off
  • The value of a life-long plan

Refreshments will be offered.

(Or register for the morning session at Edgewood or the lunch session at Tech Park.)


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. 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 50 states of the United States of America. FR-2294339.1-1018-1120

Register: Click Here to Register

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