Investment Seminars

Complimentary Seminars - Registration Required

We periodically offer seminars on subjects such as retirement planning, college planning, estate planning, and portfolio management. Coming up in May 2018:

Del Norte Investment Services Long-Term Care Seminar May 2018

Aging Brings Challenges! We Can Help.

Join us for a complimentary Long-term Care Seminar Thursday, May 24, 2018, led by DNIS financial advisor Scott Covey. Whether you are still years away from retiring or already retired, you’ll gain valuable insight from this informative retirement education session.

If you need long-term care, how will you cover the costs?

Del Norte Investment Services is here to you help you evaluate and design long-term care coverage that is appropriate for you (or your loved ones). We invite you to attend these complimentary seminars and hear from a knowledgeable guest speaker who will cover the following:

  • How likely am I, my spouse, or a parent to need long-term care?  Del Norte Investment Services logo
  • Should long-term care be a part of my financial plan?
  • Can I afford to pay for long-term care insurance?
  • How do I protect loved ones’ assets?
  • How do I preserve my (or my loved ones’) ability to have care at home?

Space is limited; RSVP required to Adrienne Meyers, 505.455.5319. Light fare will be provided. Guests are welcome!

White Rock Location
Del Norte Credit Union
40 Rover
White Rock
Noon – 1 p.m.
Thursday, May 24, 2018

Santa Fe Midtown Financial Center @ San Mateo
Del Norte Credit Union
604 W. San Mateo Rd.
5:30 – 6:30 p.m.
Thursday, May 24, 2018

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member
FINRA/SIPC. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-2111518.1-0518-0620
For info about other events, see our Events page.