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service 1st retirement & investment center | april virtual seminars

3/31/2021

Explore more ways to save and plan for the road ahead. The Service 1st Retirement & Investment Center invites you to join us for our upcoming virtual seminars. There is no cost and no obligation to attend. 

Every Wednesday in April, a virtual seminar will be held at 6:00 pm. You must register to attend and have a device with internet access. 


Social Security and Your Retirement | Wednesday, April 21

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security? Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. Here’s an opportunity to attend a valuable educational virtual seminar on this important topic, at no cost and no obligation.

Presented by: Travis Stanley, Regional Sales Director, CUNA Mutual Group

When: Wednesday, April 21 at 6:00 pm

To register: Click here to reserve your virtual seat. (Link to WebEx registration)

Place: Virtual sessions via WebEx (You must have a device with internet access.)

For more information on the Social Security and Your Retirement seminar, click here!
 

Income for Life | Wednesday, April 28

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)? 

Presented by: Travis Stanley, Regional Sales Director, CUNA Mutual Group

When: Wednesday, April 28 at 6:00 pm

To register: Click here to reserve your virtual seat. (Link to WebEx registration)

Place: Virtual sessions via WebEx (You must have a device with internet access.)

For more information on the Income for Life seminar, click here!



For more information

To learn more, call Matt Defalco, Financial Services Coordinator, Service 1st at 800.562.6049 ext. 7597 or contact Gary Surak,* Vice President, Wealth Management, Service 1st Retirement & Investment Center at 800.562.6049 ext. 7596.

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. 

*This advisor is also an insurance agent and some of the products sold are annuities and insurance contracts. 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.
 
 MGA-3055100.1-0420-0522  MGA-3052356.1-0420-0522

 © 2020 CUNA Mutual Group

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