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UNCLE Investment Services

Wealth Management Webinars 

Available through CUSO Financial Services, L.P. (CFS*)

Managing Taxes on your Retirement Income

Tuesday, September 22, 2020 | 5:30PM-6:30PM

This webinar will review tax basics, the importance of diverse retirement income sources and how to manage the conversation with others.

Guest Speaker: Doug Ewing, JD, CFP, RICP

Doug Ewing, JD, CFP, RICP
Vice President, Nationwide Retirement Institute
Doug Ewing, JD, CFP, RICP, started his career with Nationwide® in 2019 with more than 16 years of industry experience. Doug serves the western region for the Nationwide Retirement Institute, educating advisors, clients, plan sponsors and plan participants about the latest in retirement income solutions.
An accomplished public speaker with extensive main stage, breakout and national webinar presentation experience, Doug covers topics including health care, long-term care, Social Security and tax-efficient retirement income.
Doug was admitted to the Massachusetts Bar in 1990 and got his start in the financial industry in 2003 as a financial advisor with Legg Mason Wood Walker. He has earned both CFP and RICP designations and is FINRA Series 7 and 66 licensed.
Doug Ewing and Nationwide are not affiliated with CUSO Financial Services, L.P. or its associates. Presentation provided by Nationwide. ©2020 Nationwide Mutual Insurance Company. 

Webinar Library

Senior women using tablet for smart home application

Planning for Healthcare in Retirement

Review the basics of Social Security, examine your options and learn how to start the Social Security discussion.

Recorded on August 25, 2020. This webinar was hosted by our UNCLE Credit Union Wealth Management (*Services provided by CFS) Financial Advisor, Bob O'Connor, AIF with guest speaker, Vice President, Doug Ewing of Nationwide.

Recorded webinar available soon.

Grandparents walking with grandaughter

Social Security - The Choice of a Lifetime

Review the basics of Social Security, examine your options and learn how to start the Social Security discussion.

Recorded on July 7, 2020. This webinar was hosted by our UNCLE Credit Union Wealth Management (*Services provided by CFS) Financial Advisor, Bob O'Connor, AIF with guest speaker, Vice President, Doug Ewing of Nationwide.
San Francisco Downtown with the major skyscrapers includes Lumina, 181 Fremont, Salesforce Tower and more. Aerial short-distance photo.

Coronavirus  & the Impacts on the Market

Review information on economic activity, policy response and market implications caused by COVID-19.

Recorded on May 21, 2020. This webinar was hosted by our UNCLE Credit Union Wealth Management (*Services provided by CFS) Financial Advisor, Bob O'Connor, AIF with guest speaker, Senior Advisor Consultant, Stephanie Brown of Invesco.

Meet our CFS* Financial Advisor

Bob O'Connor, AIF
Financial Advisor
CUSO Financial Services, L.P. (Member FINRA/SIPC)
Assistant Vice President
UNCLE Credit Union
boconnor.cfsinvest@unclecu.org
Direct: 925-724-2147
Cell: 925-918-2633

Bob believes there is no “rule of thumb” when it comes to planning for life goals.  With over 17 years of industry experience, he believes any such plan requires considerable thought and planning.  He also knows that plans can always change as life happens. He is committed to working with individuals and families to define and refine financial goals and preparing actionable plans to meet those goals. But that is just the start of a healthy financial relationship. The next part is ongoing sharing of life information to adjust those plans as needed. You have a planning partner in him and his relationship with CUSO Financial Services.

Bob has a series 7,63, and 65 held with CUSO and is also life and annuity  licensed in California and Hawaii.

You may contact Bob at 925-724-2147 or boconnor.cfsinvest@unclecu.org.

*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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.

Contact Us

If you can't find what you're looking for on our site, give us a call at 800-34UNCLE or visit our Contact page for all the details.

Routing Number

UNCLE Credit Union's Routing / Transit number is: 321173072

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Rates shown are current as of September 21st, 2020

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