Q4 LPL Seminars
Helping you plan for your future.
You have investment goals and financial plans. We’re here to help you pursue them. We’ve partnered with LPL to provide you with multiple opportunities to virtually attend valuable educational seminars on important investment topics at no cost and no obligation.
Understanding Medicare
6:30 PM EST on 10.27.2022
Presented by, Travis Stanley RICP, NSSA, BFA, and CSS & Mike Mason CRPC, NSSA, BFA, and CSS CUNA Mutual Group.
You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including:
- Medicare basics and the differences between Parts A, B, C, and D
- Tips for choosing your coverage and enrolling in Medicare
- How to consider health care costs when planning your retirement income
The Return of Conservative Investing
6:00 PM EST on 11.01.2022
Presented by, Travis Stanley RICP, NSSA, BFA, and CSS from CUNA Mutual Group.
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?
Income for Life
6:00 PM EST on 11.10.2022
Presented by, Travis Stanley RICP, NSSA, BFA, and CSS from CUNA Mutual Group.
You’ll find out more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:
- What sources of retirement income will you rely on?
- What retirement risks do you face now that you’re drawing on their savings?
- Which income strategies should you consider?
- How can you use annuities to guarantee income for life?
Three Transitions to Retirement
6:00 PM EST on 11.14.2022
Presented by, Travis Stanley RICP, NSSA, BFA, and CSS from CUNA Mutual Group.
You’ll find out more about the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions, including:
- How to confidently address the financial, lifestyle and emotional transitions to retirement
- How to guard against risks and manage those that are inevitable
- Whether you are ready for retirement
Women and Investing
6:30 PM EST on 12.06.2022
Presented by Cindi Hill CFP, ChFC, CRPC, and RICP from CUNA Mutual Group.
The seminar will focus on the importance of taking control of your own future through investing. You’ll also learn about:
- Key investment principles every woman should know
- Important opportunities like asset allocation
- Understanding investor behavior
- Differences between financial products like mutual funds and annuities
A Clear Direction on the Road to Retirement
6:00 PM EST on 12.13.2022
Presented by, Travis Stanley RICP, NSSA, BFA, and CSS from CUNA Mutual Group.
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?
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