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CUE offers a wide range of financial, estate and retirement planning and job-transitioning seminars to employees of corporations, non-profit and government agencies.

Our workshops provide people with an adult learning experience that is designed to answer specific financial questions and concerns. A partial listing of the seminars and workshops available through CUE Financial Group is shown below.

401(k) Savings Plan Seminar
This seminar discusses your company's 401(k) plan design, investment choices and distribution options. It includes "factors in portfolio planning" to help participants choose the right investments based on their goals and objectives.

All Roads Lead To Retirement
This seminar discusses how to determine your retirement needs and the tools available to achieve your goals.

Basic Investment Principles
This seminar is designed to help any investor understand investing principles, common investments, understanding risk and reward and the difference between aggressive and defensive investing.

Becoming Your Own Financial Planner
This session is designed for the beginning investor or for someone who wants to know more about the process and decisions that are required to become financially secure. Covered in this session will be investing principles, common investments, dollar-cost averaging, understanding risk and reward, wills and trusts, long-term care and a list of terms and definitions.

Beyond the 401(k)...the New IRAs
This seminar discusses regular IRAs, ROTH IRAs and Education IRAs.

Career Change Seminar
Designed for people who are leaving a job and concerned about what to do with their 401(k), pension, 403(b), etc.

The Estate Planning Seminar (AKA Wills and Trusts Seminar)
This seminar will cover techniques for avoiding probate, reducing estate taxes and ensuring your estate is distributed according to your wishes. We will also be discussing the differences between Wills and Living Trusts and which one may be appropriate for you.

Factors In Portfolio Planning
This session would be most helpful to the more experienced or sophisticated investor. Topics will include ways to analyze stocks, bonds and mutual funds, building a portfolio and maintaining it, theories regarding diversification and ways to build models for the conservative, moderate or aggressive investor.

Financial Goals and Objectives
This seminar discusses how to determine individual goals and objectives, basic investment principles and retirement and long-term planning.

Money Issues For Families
Families are encouraged to attend separately or as a unit. Covered during this session will be accounts for juveniles, college funding, debt management, credit card issues, inflation and a list of terms and definitions.

Pension Options At Retirement
A comparison of lump sum vs. annuity options from defined benefit pensions.

Planning For Your Future
This seminar discusses savings and investment issues for younger or less sophisticated investors.

Planning For Your Tomorrows
Part one: employee benefits as a part of your financial plan
Part two: basic investment principles
Part three: retirement and long-term planning.

Smart Ways To take Your Lumps (AKA Pre-Retirement Strategies)
If you are moving to a new job, there are big decisions you need to make about the money you've accumulated in your present company's retirement plan. You do have choices, and this seminar will explain those options.

Tax-Advantaged Investing
The Tax Reform Act of 1986 eliminated or severely limited most available tax-favored investments. Fortunately, there are still some options. This seminar will discuss methods of tax-advantaged investing, providing a way to postpone taxes on investment income – allowing each investment dollar the maximum potential to earn and compound over time.

Tax-Sheltered Annuity
A discussion of the contribution, investment and distribution methods for 403(b) plans.

Understanding Mutual Funds
This seminar discusses mutual funds, what they are and how they work.

Women & Investing
A growing number of women in the 1990s find themselves in charge of their family’s finances. This session will explain the importance of taking charge of planning now for the future, show how to get started, introduce several investment approaches and help set long-term goals.

Money Saving Ideas

	10 Money Saving Ideas - Businesses

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"It has been my pleasure to work with the staff at CUE for the past several years.

I was amazed at the wide array of presentations that were available. CUE sponsored seminars have been professional, informative, and extremely engaging."

Karin Phillips
Superior Court of Arizona

"Thank you again for the presentations by CUE professionals. The session was so well received that we scheduled a follow-up session.

We are appreciative of our educational partnership with CUE and look forward to future sessions."

Janice K. Baker
Jennings, Strouss, & Salmon, P.L.C.

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Neither Foothill Securities, Inc. nor CUE Financial Group, Inc. is an affiliate of any Credit Union. Foothill Securities, Inc. is a registered broker/dealer and member of FINRA & SIPC. Both Foothill Securities, Inc. and CUE Financial Group, Inc. are SEC Registered Investment Advisors. Securities, advisory services, and insurance products are offered by Foothill Securities, Inc. CUE Financial Group, Inc. offers advisory services and insurance products. Investments and insurance products are not insured by the NCUA/NCUSIF or any other regulatory agency, are not deposits or obligations of, nor guaranteed by any Credit Union or any affiliated entity, and may lose value. Foothill Securities, Inc. and CUE Financial Group, Inc. may receive commissions in connection with insurance or securities transactions conducted through them.

Foothill Securities, Inc. is an independent broker/dealer not owned by a bank, credit union, insurance company or other financial institution. As an independent broker/dealer Foothill Securities, Inc. has no proprietary products and relies upon a multitude of third party product manufacturers to provide the products being offered. Foothill Securities, Inc., receives only the sales commission, trailing commissions, or fees as disclosed in the investment prospectus (as applicable) provided by the third parties. No special or additional compensation in any form is received from third parties for the sale of their products. Third parties are offered an opportunity to participate in conferences held by Foothill Securities, Inc. and CUE Financial Group, Inc., and both receive some remuneration that is used to help defray some of the conference expenses.

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