Complimentary Financial Education
We offer complimentary financial seminars to our community because we believe that knowledge empowers financial well-being. Our seminars are hosted by Unitus staff, and sometimes we collaborate with local financial and real estate professionals who can provide additional expertise.
We offer these seminars to our members as well as any other community members who are interested in learning more about these topics. We can also arrange to present to your local business or organization—contact us for details.
We offer seminars at our branches on the following topics:
In addition to our branch seminars, we can provide on-site knowledge sessions for your local business, on a variety of topics. For more information about our breakfast or lunch sessions, educational seminars, and one-on-one counseling, visit Benefits for Your Employees.
Sign up online for a seminar today, or get in touch with us with any questions. Stop by your local branch, call us at 503.227.5571 or 800.452.0900 or email us.
*Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Unitus Financial Advisors, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. 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.