Routing # 321076470

Event Listing

Free Event

Beyond Saving – Your retirement mindset for a vibrant life after work

CalendarAugust 28, 2024

Time5:30pm PT

Retirement marks a profound transition that’s more than just about mere financial savings. Cultivating a positive mindset and embracing a healthy post-career life can help make your next chapter exciting and fulfilling. Join us, alongside Jay Long, one of our CUSO Financial Services, L.P. (CFS)1 Financial Advisors, as we discuss how to navigate this transformative phase with confidence and clarity. Register now to redefine your retirement and embark on a journey filled with purpose, fulfillment, and financial security. Three attendees will be selected at random for a $25 e-gift card.

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1 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. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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