Spring CUNA Seminars
Helping you plan for your future.
You have investment goals and financial plans. We’re here to help you meet them. We’ve partnered with CUNA to provide you with multiple opportunities to virtually attend valuable educational seminars on important investment topics at no cost and no obligation.
The Return of Conservative Investing
June 14th at 6:00PM Eastern
Presented by, Travis P. Stanley, BFA™ NSSA™RICP™CSS™
Seminar description: Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.
What you'll learn: You’ll find out more about where to invest your retirement savings and learn about conservative investments. You’ll learn the answers to your Conservative Investing questions, including:
- How can conservative investments help you face today’s economic risks?
- What are the differences between CDs and annuities?
- What are the different types of annuities?
- How do you decide which conservative investment is right for you?
Click here to reserve your virtual seat NOW
You are welcome to bring a guest, but space is limited so please make your reservations today.
A Clear Direction on the Road to Retirement
June 21st at 6PM Eastern
Presented by, Travis P. Stanley, BFA™ NSSA™RICP™CSS™
Seminar description: There’s a big difference between not working and not worrying. But for millions of Americans, the worrying begins after the working ends. If you only have a hit-or-miss plan for generating retirement income, you may not enjoy the stress-free retirement journey you’ve worked so hard for. Don’t let this happen to you.
What you'll learn: You’ll find out more about your Retirement income and discuss the role it plays when setting a clear direction for your financial future. You’ll learn the answers to your Retirement income questions, including:
- How do I get the most from my pension and Social Security?
- How should I invest to generate income during my retirement?
- How can I make sure that I can meet my health care needs?
- What sources of income should I draw upon and when?
Click here to reserve your virtual seat NOW
You are welcome to bring a guest, but space is limited so please make your reservations today.
Rethinking Diversification
June 28th at 6PM Eastern
Presented by, Travis P. Stanley, BFA™ NSSA™RICP™CSS™
Seminar description: In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.
What you'll learn: You’ll find out more how retirement savers are facing new challenges, and the new ways to manage investment risk. You’ll learn the answers to your investment questions, including:
- What is traditional portfolio diversification?
- How has the investment landscape changes?
- How can you achieve your goals with the least amount of risk?
- How can new annuity options help you rethink diversification?
Click here to reserve your virtual seat NOW
You are welcome to bring a guest, but space is limited so please make your reservations today.
These workshops are educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers