Webinar - The Return of Conservative Investing
Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this seminar, you’ll learn how conservative investments like term certificates and annuities can help get your financial plan back on track.
Here’s an opportunity to attend a valuable educational webinar on this important topic, at no cost and no obligation:
You’ll find out more about where to invest your retirement savings and learn about conservative investments. You’ll learn the answers to your conservative investing 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 to choose the right conservative investment for you
Presented by Mike Wells, CFP®, CLU® from TruStageTM
MEMBERS Financial Services
The financial professionals at MEMBERS Financial Services can help you strategize ways to make your hard-earned money work harder for you, no matter your current season of life. Set up a complimentary, no-obligation, no-judgment appointment at an SLFCU branch, via Webex®, or by phone. Your financial future is waiting!
- Use our handy online appointment request form.
- If your closest SLFCU branch is Cottonwood, Animas Central, Animas East, Jefferson, Juan Tabo, Los Lunas, or Rio Rancho: call 505.237.3930 for an appointment.
- If your closest SLFCU branch is Edgewood, Kirtland, Paseo, Tech Park, or Livermore: call 505.237.7330 for an appointment.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies.
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.
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. TruStage™. its subsidiaries and affiliates, these entities and Mike Wells, CFP®, CLU® are not affiliated with LPL Financial. TruStage™ 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, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. 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.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sandia Laboratory Federal Credit Union and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of Sandia Laboratory Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sandia Laboratory Federal Credit Union or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states: NM, CA.
Sandia Laboratory Federal Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
557604, CMGA-4768426.2-0823-0925 © TruStage
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