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UNCLE Investment Services

Wealth Management Webinars 

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

Webinar Library

Loving Senior Couple Walking With Pet Golden Retriever Dog Along Autumn Woodland Path Through Trees

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.
Mature couple enjoying joyful moments

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.
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.
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 December 4th, 2020

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