Upcoming Events, Seminars, and Webinars

 

 

Webinar: Women and Investing

Tuesday, June 15, 2021, 6:00 PM Eastern

The virtual seminar will focus on taking control of your 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

This seminar is at capacity. Please check back later for future events.

Reserve your virtual seat →

 

 

Tower Road Service Center Grand opening

Tuesday, June 22, 2021, 1:00 - 2:00 PM Eastern

Ribbon Cutting with the Greater Gainesville Chamber at 10:00 AM.

This seminar is at capacity. Please check back later for future events.

Learn More →

 

 

Webinar: Social Security and Your Retirement

Tuesday, June 29, 2021, 6:00 PM Eastern

During the virtual seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including:

  • What are the rules for starting your Social Security benefits?
  • How do spouses coordinate their benefits?
  • Are there different routes to take that could potentially increase your benefits?
  • How do you decide where Social Security fits within your retirement plans?

This seminar is at capacity. Please check back later for future events.

Reserve your virtual seat →

 

 

Webinar: Three Transitions to Retirement

Tuesday, July 13, 2021, 6:00 PM Eastern

Join us for an informative virtual session that can help you think about your retirement savings plan, and learn:

  • 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

This seminar is at capacity. Please check back later for future events.

Reserve your virtual seat →

 

 

Webinar: Income for Life

Tuesday, July 27, 2021, 6:00 PM Eastern

Join us for a virtual session that can help you set your financial direction and answer more of your questions:

  • What sources of retirement income will you rely on?
  • What retirement risks do you face now that you’re drawing on your savings?
  • Which income strategies should you consider?
  • How can you use annuities to guarantee income for life?

This seminar is at capacity. Please check back later for future events.

Reserve your virtual seat →

 

 

Webinar: Social Security and Your Retirement

Tuesday, August 10, 2021, 6:00 PM Eastern

During the virtual seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including:

  • What are the rules for starting your Social Security benefits?
  • How do spouses coordinate their benefits?
  • Are there different routes to take that could potentially increase your benefits?
  • How do you decide where Social Security fits within your retirement plans?

This seminar is at capacity. Please check back later for future events.

Reserve your virtual seat →

 

 

Webinar: How to Weather a Bear Market

Tuesday, August 24, 2021, 6:00 PM Eastern

Attend this valuable virtual seminar and you’ll learn the answers to questions, including:

  • What is a bear market?
  • How does behavioral finance affect decision-making?
  • How do overreaction and bad decisions compromise long-term financial goals?
  • How do I weather a bear market?

This seminar is at capacity. Please check back later for future events.

Reserve your virtual seat →

 

 

Webinar: Understanding Your Rollover Options

Tuesday, September 7, 2021, 6:00 PM Eastern

Attend this virtual seminar to get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:

  • Four major options for retirement plan balances when changing jobs
  • Pros and cons of each option
  • How a Rollover works
  • And more

Reserve your virtual seat →

 

 

Webinar: Women and Investing

Tuesday, September 21, 2021, 6:00 PM Eastern

The virtual seminar will focus on taking control of your 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

This seminar is at capacity. Please check back later for future events.

Reserve your virtual seat →

Webinar: The Return of Conservative Investing

Tuesday, October 19, 2021, 6:00 PM Eastern

In this virtual seminar, you’ll learn the answers to 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?
There are no upcoming events at this time. Please check back later!

These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are backed by the claims-paying ability of the issuer. 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.

Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.

The CAMPUS Investment & Trust Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. *CAMPUS Investment & Trust Services Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

FR-3208164.13-0421-0523