Events

Annuities Seminar

What is the real rate of return on CDs?

Thursday, September 9, 2021 at 5:00 pm (PT)

Northridge/Granada Hills Branch
16840 Devonshire Street
Granada Hills, CA

In saving for retirement, a Certificate of Deposit (CD) may be a “safer” option for your money. However, have you considered the impact of taxes and adjustments for inflation? Attend our seminar to learn more about the real rate of return on CDs.

Hosted by Bob Bayliff and Patrick Marshall
Financial Advisors, CUSO Financial Services, L.P. (CFS) at Water and Power Community Credit Union

Presented by John Temme
Sr. Regional Vice President, Pacific Life Insurance Company
CA License # 0D38690

*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. Water and Power Community Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. 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.

John Temme is not affiliated with CUSO Financial Services L.P. and/or Water and Power Community Credit Union.

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