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Seminars

Complimentary Lunch & Learn Sessions
Information for First Time Homebuyers
Wednesday, November 5, 2014
Ohio University, Baker Center Room #239
11:00 a.m and 12:00 p.m.

All are invited to attend this informative session on purchasing a financing a home. Presented by Amber Brookins, OUCU Mortgage Originator.

Do you have retirement accounts from past employers?
Wednesday, November 12, 2014
Ohio University, Baker Center Room #239
11:00 a.m and 12:00 p.m.

Join us as we discuss making life easier by taking steps to simplify your finances and look at the potential benefits of retirement account consolidation. Presented by Cory Corrigan and Drew Smart, CFS* Financial Advisors.

Reserve your seat for both Lunch & Learn seminars by contacting Danette Carr at (740) 597-2854 or via email at danette.carr@oucu.org, and please register at least 3 days prior. Lunch will be provided.

Basic Estate Planning Seminar
Monday, November 17, 2014
OUCU, E. State St. Office
6:00 p.m. - 7:30 p.m.

Join us for this free, informative seminar with Attorney Garry Hunter to learn more about the basic legal documents needed for simple estate planning. Topics include: simple will, durable power of attorney, living wills, trusts, and transfer on death deeds.

Please reserve your seat by calling (740) 597-2800 or via email at memberservices@oucu.org. Refreshments will be served.

Lunch & Learn Seminars

Interested in holding a free Lunch & Learn at your company for you and your co-workers?
We offer sessions on budgeting, ID theft, wise use of credit, improving your credit score, retirement planning and more. Contact Eva Bloom at marketing@oucu.org or 597-2832 for more information.

 

 

 

*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, and are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principle. Investment Representatives are registered through CFS. Ohio University Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.