EDUCATIONAL SEMINARS

Part of our mission is to improve our members financial condition - and what better way than to offer free, educational seminars?  Not only are these offered to our members, but we also present to various groups, businesses and organizations. 

Open Seminars
The following seminar is open to anyone.  Please RSVP to Jonathan Peirson at (937) 643-3805 or email him.

Roth IRA Special Presentation

Have You Taken Advantage of the Roth Revolution*?

Presented by:
Jonathan Peirson, Financial Advisor, CUSO Financial Services, L.P.

Have you been able to take advantage of the
Roth IRA Revolution? Even if you haven’t, there are new rules that may change everything!

Choose one of four times:
March 10 at Noon - 3501 Wilmington Pike
March 10 at 6:00 pm - 3501 Wilmington Pike
March 11 at Noon - 3434 York Commons Blvd
March 23 at Noon - 9655 Dayton-Lebanon Pike

All of our presentations will be informative.
However, the presentations at noon will be shorter than our in depth seminar at 6:00 pm.
Reserve a spot today.

 

Community Seminars
The following groups, businesses, and organizations have requested financial education seminars.  If you would like to have a seminar at your next meeting, please contact the Business Development Team.

View a list of seminars here.  If you don't see what you are looking for, let us know and we can tailor a seminar to your needs.

YOUTH GROUPS

Bellbrook High School

Camp Fire USA

Centerville Washington Township Library

Centerville High School

First Step Program

Girl Scout Troop Tours

Local Area Middle & High Schools

Miami Valley Career Technology Center

Montgomery County Juvenile Probation

Sinclair SLA

UHS

University of Dayton

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ADULT GROUPS

Bradstreet & Co.

Dayton Metro Library Series

HomeOwnership Center

Infocision Management Corporation

Internal Medical Students

Miami Jacobs College

MVRA

NARFE

Stan & Associates

University of Dayton Employees

VA Medical Center Employees

Youth Works

*Investments offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, are not credit union guaranteed, and may lose value. Financial Advisors are employees of Day Air Credit Union and registered through CFS. Day Air Credit Union is affiliated with CFS (member FINRA/SIPC) and SEC Registered Investment Advisor. For specific tax advice, please consult a qualified tax professional.