Please register below for an educational webinar:

The Secure Act: Estate Planning for
Your Retirement Accounts*

Tuesday, August 18 @ 11:30 am

Questions? Contact us – we'll be happy to help.

Wayne Muller, ChFC®
Financial Advisor, CUSO Financial Services, L.P.
[email protected] • (503) 588-0181 ext. 3552

*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. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC. CUSO Financial Service, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor. Ryan Collier and Collier Law are not affiliated with CUSO Financial Services, L.P. or its associates.