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The seminar videos on this page are professional, multimedia mini-presentations that provide a broad overview of the most important financial planning topics. Use them as a springboard to learn more.

  Retirement Income Planning

  Roth IRA Conversions

  Financial Planning Basics

  Special Needs Planning

  Social Security

  Women and Money

  Estate Planning Basics

  An Introduction to Annuities

  Variable Annuities

  Retirement Basics

  College Planning

  Advanced Estate Planning

  Planning for Long-Term Care

  Investment Basics

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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.


Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

America First Credit Union, PO Box 9199, Ogden, Utah 84409, 1-800-999-3961. America First Federal Credit Union does business as (DBA) America First Credit Union. Unauthorized account access or use is not permitted and may constitute a crime punishable by law. America First Credit Union respects your privacy. Please view our Privacy Policy. This credit union is federally insured by the National Credit Union Administration.

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