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Event Details

Event Name:Financial Planning Basics - Tech Park
Date:June 25, 2019 12:00 PM - 1:00 PM
Available Spots:29
Location: Tech Park, 1301 Britt Street SE, Albuquerque

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

Pizza will be offered.

(Or register for the morning session at Edgewood or the evening session at Juan Tabo.)

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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