Upcoming financial planning events.
Our team hosts dozens of free financial seminars every year with topics from homebuying and financial planning to social security, retirement planning and more. Please RSVP for an online seminar and join us digitally!
March 18, 2025
Retirement Income Planning*
12:00 PM - 1:30 PM
Elevations Credit Union: Diagonal Branch (View Map)(opens in a new window)
2960 Diagonal Highway, Boulder, CO 80301
Learn all about timing your retirement, ways to estimate the funds you’ll need, details on supplementing fixed income sources, and more.
March 27, 2025
Retirement Income Planning*
12:00 PM - 1:30 PM
Learn all about timing your retirement, ways to estimate the funds you’ll need, details on supplementing fixed income sources, and more.
*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, 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. Elevations Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.