Women and Investing
Women and Investing | Webinar
Wednesday, April 14, 2021
Let us help you prepare for the lifestyle you envision yourself in as we explore the challenges women face and how they’re taking control of their financial health.
Kimberly I. Weitzel, CFS* Financial Advisor, Hawaii State FCU
Weitzel is registered through CUSO Financial Services, L.P. (“CFS”)* and has more than 15 years of experience in the financial industry. She provides strategic financial management solutions for clients interested in investing, estate and retirement planning, retirement spending, long-term care solutions and more. Learn more about Kim.
Kevin Barr, MBA, CRPC®, AIG Financial Distributors
The webinar will be conducted by Kevin Barr, CRPC® with AIG Financial Distributors. As a Divisional Vice President, Kevin travels throughout southern and central California, Oregon and Hawaii, working with financial advisors to provide out-of-the-box ideas and strategies for getting results, no matter the changes or challenges in the marketplace.
Hawaii State FCU Marketing
* 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. Hawaii State Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.