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Schools

Investment Services Roundtable

RCU Novato, Neighbor

This event is conducted by Joseph Turfa, Investment Consultant CUSO Finanical Services, LP at Redwood Credit Union. CA License OC44098.

The event will cover investment fundamentals, how to identify financial goals and time horizons, how to measure your risk tolerance including the relationship between risk and return, and the difference between cash equivalents, bonds, stocks and mutual funds and the importance of asset allocation.

Attendees will receive a free workbook created just for this presentation. To reserve your spot please contact Joseph at 800-479-7928 x5040.

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The event will take place at the Redwood Credit Union branch in Novato which is located at 1010 Grant Avenue.

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