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Brian Kent

VP Sales Manager
Wealth Management
FAIRWINDS Credit Union

James Caldwell

VP Wealth Management
Financial Advisor, CUSO Financial Services, L.P.

Join us as our Wealth Management experts discuss the importance of using financial planning software when working with an advisor. Topics include:

  • Define and prioritize goals.
  • Calculate retirement success scenarios by age, goals, and savings.
  • How to manage long-term success.

Register Here

Please contact PR@fairwinds.org with any questions about the webinar.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), 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. FAIRWINDS Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.


Wealth Management Series: Benefits of Financial Planning Software

Wednesday, 01/27/2021
04:00 PM – 04:30 PM

Online Webinar

  Add it!