Wealth Management Webinars
Available through CUSO Financial Services, L.P. (CFS*)
Webinar Library
Retirement Income
This webinar reviews the basics of managing finances to maintain a successful retirement. Additional topics will include taxation, timing considerations, health care costs, and more.
Recorded on June 24, 2021. This webinar was hosted by our UNCLE Credit Union Wealth Management (*Services provided by CFS) Financial Advisor, Bob O'Connor, AIF.
Roth IRA Basics
This webinar reviews the different types of IRAs, qualifiable distributions, ways to fund or convert your IRA and how to calculate your conversion taxes.
Recorded on May 20, 2021. This webinar was hosted by our UNCLE Credit Union Wealth Management (*Services provided by CFS) Financial Advisor, Bob O'Connor, AIF with guest speaker, Ron Ricard of Investment Property Exchange Services, Inc.
1031 Tax Exchange
This webinar provides a basic overview of 1031 Exchanges, highlights what properties may qualify, defines exit strategies for primary residences, and more.
Recorded on May 6, 2021. This webinar was hosted by our UNCLE Credit Union Wealth Management (*Services provided by CFS) Financial Advisor, Bob O'Connor, AIF with guest speaker, Ron Ricard of Investment Property Exchange Services, Inc.
Estate Planning
Review the major topics involved in estate planning including documentation, trusts, and taxes.
Recorded on March 16, 2021. This webinar was hosted by our UNCLE Credit Union Wealth Management (*Services provided by CFS) Financial Advisor, Bob O'Connor, AIF with guest speaker, Jay Roadarmel, JD, of LifePlan Lawyer.
Understanding and Planning for Long-Term Care
Review the importance and challenges of long-term care cost, and how to create a care cost plan.
Recorded on November 10, 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.
Managing Taxes on your Retirement Income
Review tax basics, the importance of diverse retirement income sources and how to manage this conversation with others.
Recorded on September 22, 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.
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.
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.
Learn more about UNCLE Credit Union's Wealth Management services
Services available through CFS*
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 July 27th, 2021
