Bellco makes a variety of events and educational seminars available to our local communities. Check out the seminars and webinars below to find one that interests you.
FAMILY LEGACY: DISCOVERING WHAT’S REALLY IMPORTANT
Complimentary seminar presented by CUSO Financial Services, L.P.*
Thursday, June 8 at 6:00 pm
at Bellco’s Havana & Mississippi Branch
Everyone has a legacy to leave behind, yet many people are unsure what “legacy” means to themselves and their families. Join Mike Mullen, CFP®, Executive Financial Advisor with CUSO Financial Services, L.P.* for this informative seminar that can help you plan a
holistic approach that goes beyond the financial aspects of your estate. You’ll learn:
• The four pillars of legacy
• The concept of the “Alpha Child”
• How to bridge the legacy gap with loved ones
We’ll also be joined by Garrett Anderson from The Hughes Law Firm, who will answer your questions about estate planning. This event is complimentary, and refreshments will be provided.
RSVP by Wednesday, June 7 by calling 303-367-9768 or email
cfs-jhostak@bellco.org to confirm your seat.
*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. Bellco Credit Union has contracted with CFS for investment services. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice.
Investment advice is only provided through Atria’s subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.
SOCIAL SECURITY: 7 KEYS TO ENHANCING YOUR BENEFITS
Complimentary seminar presented by CUSO Financial Services, L.P.*
Tuesday, June 13 at 6:00 pm
at Bellco’s Lone Tree Branch
Social Security continues to play a critical role in a retirement strategy.
Is your strategy taking full advantage of what Social Security offers? Host Wayne Bellinger III, Executive Financial Advisor with CFS*, will share seven keys to enhancing Social Security benefits. Enjoy complimentary food and drinks, and learn to plan for your best, most active retirement.
To RSVP for this complimentary seminar, call 303-688-9886 or email us at cfs-athompson@bellco.org to confirm your seat by June 12.
*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. Bellco Credit Union has contracted with CFS for investment services. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice.
Investment advice is only provided through Atria’s subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.
SOCIAL SECURITY: 7 KEYS TO ENHANCING YOUR BENEFITS
Complimentary seminar presented by CUSO Financial Services, L.P.*
Tuesday, June 27 at 6:00 pm
at Bellco’s Lakewood Branch
Social Security continues to play a critical role in a retirement strategy. Is your strategy taking full advantage of what Social Security offers? Host Billy Cassidy, Executive Financial Advisor with CFS*, will share seven keys to enhancing Social Security benefits. Enjoy complimentary food and drinks, and learn to plan for your best, most active retirement.
To RSVP for this complimentary seminar, call 303-937-0794 or email us at cfs-acook@bellco.org to confirm your seat by June 26.
*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. Bellco Credit Union has contracted with CFS for investment services. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice.
Investment advice is only provided through Atria’s subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.
