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service 1st retirement & investment center | august virtual seminar schedule

8/1/2020

The Service 1st Retirement and Investment Center invites you to join us for four virtual seminars being held in August.


August 5 | The Three Transitions in Retirement

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. 

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

When: Wednesday, August 5, 2020 at 6:00 PM EDT 
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 Three Transitions in Retirement seminar, click here!


August 12 | Income for Life

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, August 12, 2020 at 6:00 PM EDT 
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!


August 19 | How to Weather A Bear Market

When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather the next bear market.

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

When: Wednesday, August 19, 2020 at 6:00 PM EDT 
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 How to Weather a Bear Market seminar, click here!


August 26 | Social Security and Your Retirement

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?

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

When: Wednesday, August 26, 2020 at 6:00 PM EDT 
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!


For more information

Call Rachel Higgins, Financial Services Coordinator, Service 1st at 800.562.6049 ext. 7597 with any questions about the virtual seminar or contact Gary Surak,* Vice President, Wealth Management, Service 1st Retirement & Investment Center at 800.562.6049 ext. 7596.

We look forward to seeing you virtually.


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-3055032.1-0420-0522 MGA-3013564.1-0320-0422  MGA-3052356.1-0420-0522 
© 2020 CUNA Mutual Group

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