Seminars

Learn a lot by attending one of our financial education seminars.

Knowing more about your personal finances allows you to make smarter decisions about your money. Our complimentary, no obligation financial education seminars give you the information you need to know about managing your money. Click here for a complete schedule of all our upcoming educational seminars.

Financial Planning:

Date:  Tuesday, September 6th
Location:  Wilmington Member Center
Time:   12:00 pm to 1:00 pm
Topic:  Investment Fundamentals
Presenter:  Jason Hillard, Financial Advisor, CUSO Financial Services, L.P.*

Date:  Friday, September 16th
Location:  Gantt Member Center
Time:   12:00 pm to 1:20 pm
Topic:  Retirement Plan Distributions
Presenter:  Bob Scarfo, Financial Advisor, CUSO Financial Services, L.P.*

Date:  Friday, September 16th
Location:  Kettering Member Center
Time:   10:00 am to 2:00 pm
Topic:  Lobby Days 
Presenter:  Beth Handwerker, Registered Representative, CUSO Financial Services, L.P.*

Date:  Friday, September 23rd
Location:  Kettering Member Center
Time:   12:00 pm to 1:00 pm
Topic:  “Retirement Planning: Do you want steak or hamburgers?”
Presenter:  Beth Handwerker, Registered Representative, CUSO Financial Services, L.P.*

College Planning Seminars

September 27th, 6:30 PM - 8:30 PM, Troy Christian High School (In the Library)
700 South Dorset Road
Troy, OH 45373

September 28th, 6:30 PM, The WSU Nutter Center
3640 Colonel Glenn Highway
Fairborn, OH 45324

September 29th, 6:30 PM, Delco Park Meeting Place
1707 Delco Park Drive
Kettering, Ohio 45420

Realtor on Duty Seminars:

September 9th - Troy Member Center
Realtor: Reed Spencer, Remax Professionals
Loan Officer:  Lisa Stewart
 
September 16th - Kittyhawk
Realtor:  Jim Spangler, Home Site Realtors
Loan Officer:  Jonathan Merkel
 
September 23rd - Xenia Member Center
Realtor: Tony McIlvaine
Loan Officer: Tricia Reed
 
September 30th - Beavercreek Member Center
Realtor: Janie Hosty
Loan Officer:  Deb Sasser, Coldwell Banker Heritage

Financial Education Sessions:

All Financial Education Sessions are open to the public but seating is limited, so be sure to click here  to reserve your seat or call (937) 912-7339 today!
 
Date: Tuesday, September 6th
Location: The Dayton Cultural & RTA Transit Center
Time: Noon – 1:30 pm
Topic: Budgeting Basics: Steps to Financial Freedom

Date: Thursday, September 8th
Location: The Dayton Cultural & RTA Transit Center
Time: 6:00 pm – 7:00 pm
Topic: Budgeting Basics: Steps to Financial Freedom

Date: Tuesday, September 27th
Location: The Dayton Cultural & RTA Transit Center
Time: Noon – 1:30 pm
Topic: Understanding Credit: Reports, Scores and More

Date: Thursday, October 6th
Location: The Dayton Cultural & RTA Transit Center
Time: 6:00 pm – 7:00 pm
Topic: Understanding Credit: Reports, Scores and More

Date: Tuesday, October 18th
Location: The Dayton Cultural & RTA Transit Center
Time: Noon – 1:30 pm
Topic: It’s Your Identity – Protect It!

Date: Thursday, October 20th
Location: The Dayton Cultural & RTA Transit Center
Time: 6:00 pm – 7:30 pm
Topic: Stocks, Bonds and Investments, Oh My!