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.