RSVP for this Exclusive Event:
Presented by Morningstar


Reserve Your Spot Now

You are cordially invited to attend a complimentary breakfast at the Hilton Easton with guest presenter, Carolyn Szaflik, Portfolio Specialist at Morningstar Investment Management LLC.

With 18 years of industry experience, Carolyn will discuss:

  • A Market Overview and Outlook
  • Understanding Your Portfolio in this Market

Hilton Easton* | 2900 Chagrin Drive, Columbus

Tuesday | May 14
Networking & Breakfast | 7 – 8am
Presentation | 8 – 9:15am
*Please enter through the North entrance, near the parking garage


In Partnership with KEMBA Wealth Management, available through CUSO Financial Services, L.P.*

Please RSVP by May 3, 2019 to reserve your spot.



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*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. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC.


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