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Rethinking Diversification

Rethinking Diversification
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Join us for a presentation and learn:

 

What traditional portfolio diversification is, and why it doesn’t always work

  About “comfort zones” and risk control accounts     The difference between buffers and zones    

Speaker: Guy B. Cook, CRPC, TLO

Guy B. Cook, Vice President, Wealth Management with CU Wealth Management located at Coca-Cola Federal Credit Union is a Financial Advisor with CUNA Brokerage Services and a Trust Liaison Officer with MEMBERS Trust Company.****

Come Early:  Door prize will be given away for $25 gifit!! 

 

All prizes will be provided by Coca-Cola Credit Union, not CU Wealth Management.

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*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with Coca-Cola Credit Union to make securities available to members. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency.

Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America. 

Representative is neither a tax advisor nor an attorney. For information regarding your specific tax situation, please consult a tax professional.  For legal questions, please consult your attorney. 

Views - 23/05/2018 Last update
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The Coca-Cola Company
1 Coca Cola Plaza, Atlanta, GA, United States, Atlanta , 30313, Ga, United States
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