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Event Details

Event Name:The Return of Conservative Investing - Tech Park (afternoon)
Date:December 10, 2019 12:00 PM - 1:00 PM
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Price:Free
Available Spots:18
Location:Tech Park - 1301 Britt Street SE, Albuquerque
Phone:505.293.0500
Description:

The Return of Conservative Investing

How to Use CDs and Annuities to Get Back on Track

Presented by the MEMBERS Financial Services Program* located at SLFCU

The MEMBERS Financial 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.

  • Discuss "headwinds" when saving for retirement
  • Consider a bucket approach to manage risk
  • Review conservative investments such as CDs and annuities

(Or register for the morning session at Edgewood or the evening session at Juan Tabo.)

Refreshments will be served.


* MEMBERS Financial Services Financial 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. 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.

Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney. Representatives are not Social Security experts. To discuss your specific Social Security Administration benefits, please contact the SSA office in your area. FR-2753688.1-1019-1121

Register: Registration is closed.

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