CUNA Mutual Group Virtual Seminars
As part of an ongoing effort to provide educational resources and alternatives to in-person consultations, CUNA Mutual Group is now offering a series of WebEx virtual workshops. These live weekly seminars are available to our membership and cover financial topics such as social security, retirement, investing, and more.
Interested in attending a virtual workshop? Browse the list of topics below. Once you decide which sessions are right for you, just click on the corresponding "Reserve your virtual seat" button to register.
Space is limited, so we urge you to make your reservations today. Give our Personal Financial Advisor, Mathew Hastings, a call at (800) 764-0566 ext 555 with any questions about the virtual seminars or email him at Mathew.Hastings@cunamutual.com.
|Virtual Seminar Topic||Date & Time||Registration Link|
|Redefining a Diversified Portfolio||October 5, 2021 at 6PM||Reserve your virtual seat|
|The 3 Transitions to Retirement||October 12, 2021 at 6PM||Reserve your virtual seat|
|Social Security||October 19, 2021 at 6PM||Reserve your virtual seat|
|Medicare||October 26, 2021 at 6:30PM||Reserve your virtual seat|
|How to Weather a Bear Market||November 2, 2021 at 6PM||Reserve your virtual seat|
|The Return of Conservative Investing||November 9, 2021 at 6PM||Reserve your virtual seat|
|Women & Investing||November 16, 2021 at 6:30PM||Reserve your virtual seat|
|Rollover Planning||November 30, 2021 at 6PM||Reserve your virtual seat|
|Income for Life||December 7, 2021 at 6PM||Reserve your virtual seat|
If you are unable to attend, please contact one of our Personal Financial Advisors for guidance.
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. All guarantees are based on 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. MGA
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. 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.