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Event Details

Event Name:The Return of Conservative Investing - Edgewood (morning)
Date:December 10, 2019 9:00 AM - 10:00 AM
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Price:Free
Available Spots:28
Location:Edgewood – 1 Liberty Square Circle
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 afternoon session at Tech Park 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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