Event Details
Event Name: | Webinar: Three Transitions to Retirement |
Date: | November 2, 2021 |
Start Time: | 7:00 PM Add to Outlook or Apple Calendar. Add to Google Calendar. |
Location: | Webex |
Contact Name: | MEMBERS Financial Services |
Phone: | 505.237.3930 or 505.237.7330 |
Description: | Webinar: Three Transitions to RetirementIt's About More Than Just the MoneyPresented by CUNA Mutual* and the MEMBERS Financial Services** Program located at SLFCUThe 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. Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement. During this session, you’ll learn:
Join us for this complimentary webinar presented by CUNA Mutual Group*: TUESDAY, NOVEMBER 2 at 7:00 p.m. MDT (6:00 p.m. PDT) Register now Presented via Webex. Registration is required for this event. SLFCU and MEMBERS Financial ServicesSLFCU members can take advantage of personal financial management services through our collaboration with MEMBERS Financial Services. For more information, visit slfcu.org/InvestmentServices. Set up a complimentary, no-obligation, no-judgment appointment at an SLFCU branch, via Webex, or by phone. Your financial future is waiting!
This workshop is 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. **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.
MGA-3055100.1-0420-0522 © 2020 CUNA Mutual Group |