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Managing your 401(k) and Retirement Assets during a Pandemic Webinar

Managing your 401(k) and Retirement Assets during a Pandemic

 

This event took place on Wednesday, July 29, 2020 

 

Sound Credit Union (Sound) and CUSO Financial Services* present Managing your 401(k) and Retirement Assets during a Pandemic webinar. This webinar is meant to provide you with financial guidance on what to do with your 401(k) and Retirement investments during COVID-19.

Our panelists include:

  • Beau Kelly, Financial Advisor, CUSO Financial Services
  • Mitch Hamilton, Financial Advisor, CUSO Financial Services
  • Andrew Lawrence, Financial Advisor, CUSO Financial Services
  • Host: Jennifer Reed, Sound Credit Union, Vice President of Public Relations

Questions? Contact us!

 

*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.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

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