Headlines and Fine Print with Dion Williams: Episode 9

Dion is back in the studio with Jeffrey Griffin. They are joined by special guest, Carla Hooker, one of our CFS Financial Advisors to share what she does as a financial advisor. CFS is an acronym for CUSO Financial Services, L.P.
Today, the three dive into what a certified financial planner is and what they can help you accomplish. Carla helps in clarifying questions around tax laws, IRAs, charitable giving, and many more topics!
Join in and take notes!

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19 Dec 2022

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Headquartered in Winston-Salem, North Carolina, and founded in 1949 within the aviation industry, Piedmont Advantage Credit Union (PACU) serves member-owners, who reside, work, worship, attend school or operate a business in one of the six counties it serves in North Carolina or who are employed by one of its many employer companies. These six counties are Davie, Forsyth, Guilford, Iredell, Mecklenburg and Rockingham.