Hosted by Allegacy Investment Group available through CFS*
Whether you are a business owner, the CEO of your household or an independent woman doing your own thing, we all want to be successful not just with our money, but in our life. But do you know what that looks like for you? Join us as we help you visualize your “prosperity picture” through a five-step system designed to help you manage your money, design your life and create your future.
*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. Allegacy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.