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If you are a Tier One/Two Public Employee, this workshop is designed just for you!
Join us for an unbiased look at the fundamentals of retiring with the PERS system. We’ll cover recent updates, retirement options and education, as well as how PERS fits into your overall retirement strategy.
Natalie Berning, CFP®
Money is a very personal topic and it can be uncomfortable to talk about, so I want you to know that you are in a safe space. I work hard to make what I do understandable because I realize that financial concepts can be foreign, boring or anxiety-inducing for many people. I’m here to help you make sense of financial planning and develop a roadmap that will work for you.
I am a CERTIFIED FINANCIAL PLANNERTM with licenses Series 7 and 66, as well as an Oregon residential Life and Health Insurance license. I graduated from Portland State University with Master’s degrees in Business Administration and Philosophy. In my free time, I enjoy trying new restaurants, staying active and spending time with family in the Willamette Valley.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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