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Financial Education Seminars

Manage Your Money Seminar Series

In a difficult economy, it is more important than ever to understand how to make the most of your hard-earned money. To support members through financial education, Patriot offers the Manage Your Money Seminar Series, complimentary financial education seminars.

Want Tips to Better Manage Your Money?
To see our short recorded webinars, click here

Sign Up for a Live Complimentary Seminar:
Click on the name of the seminar to read a description, then beneath the description, click on " Sign Up for a Seminar"

May 5th: Tax Planning and How to Control Taxes Moving Forward hosted by CFS*
May 13th: Social Security: When Should You Start Receiving Retirement Benefits?

Tax Planning and How to Control Taxes Moving Forward

Tuesday, May 5th at 5:00 PM
Corporate Training Room
1330 S. 7th Street
Chambersburg, PA

Taking a look at your Taxes** and how planning will allow you flexibility and control.
Ronna Busick, CFP, ChFC, CDFA will walk you through the different types of "taxable buckets" and show you how to use them to allow you to control the maximum flexibility over your personal economy.

**The information in this presentation is not meant to be tax advice. CUSO Financial Services, LP and its representatives do not provide tax advice. For such advice, please consult a tax professional.

Sign Up for a Seminar

Social Security: When Should You Start Receiving Retirement Benefits?

Wednesday, May 13th at 4:30 PM
Corporate Training Room
1330 S. 8th Street
Chambersburg, PA

As you approach retirement, when to claim your Social Security retirement benefit is one of the biggest financial decisions you'll need to make. Should you begin receiving benefits at your full retirement age? Should you begin receiving a smaller monthly benefit before your full retirement age? Or should you wait past full retirement age to receive a larger monthly benefit?

Sign Up for a Seminar

* 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. Patriot Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
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800 Wayne Avenue • Chambersburg • PA 17201
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