Amanda S. Van Schaik, AAMS, CFS Financial Advisor, will lead this webinar presentation and discuss the basics of investment planning. The webinar will start by discussing some fundamental investment concepts, followed by a review of investment options that are available to you, and consider some general investment strategies. Finally, participants will spend some time discussing how you might go about allocating your investment dollars. In the end, hopefully, this overview will assist you in thinking about your own investment needs, and may help you determine whether you might benefit from working with a financial planning professional. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. To register, visit www.wpcu.coop.