EDUCATIONAL SEMINARS

Part of our mission is to improve our members financial condition - and what better way than to offer free, educational seminars?  Not only are these offered to our members, but we also present to various groups, businesses and organizations.

Open Seminars
The following seminars are open to anyone.

Financial Planning Center Special Presentation

 

Retirement Basics - When you imagine your retirement, what do you see?

Presented by:
Jonathan Peirson, Financial Advisor, CUSO Financial Services, L.P.

Choose one of four times:
Wednesday, October 13 at Noon (Main Branch)

Wednesday, October 13 at 6 PM (Main Branch)

Tuesday, October 21 at Noon (York Commons)

Thursday, October 26 at Noon (Centerville Branch)

Reserve your spot early!

RSVP to Jonathan Peirson or call him at (937) 643-3805.

Upcoming Topics:

Retirement Basics - October

Estate Basics - November

Roth IRA Conversion - December

 

Community Seminars
We offer financial education seminars to any groups, businesses, and organizations - youth or adult!  If you would like to have a seminar at your next meeting, please contact the Business Development Team.

View a list of seminars here.  If you don't see what you are looking for, let us know and we can tailor a seminar to your needs.

*Investments offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, are not credit union guaranteed, and may lose value. Financial Advisors are employees of Day Air Credit Union and registered through CFS. Day Air Credit Union is affiliated with CFS (member FINRA/SIPC) and SEC Registered Investment Advisor. For specific tax advice, please consult a qualified tax professional.