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service 1st retirement & investment center | may virtual seminars

5/3/2021

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. 



How to Weather a Bear Market | Wednesday, May 12


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, May 12, 2021 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 How to Weather a Bear Market seminar, click here!
 
The Return of Conservative Investing | Wednesday, May 19

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 virtual seminar, you’ll learn how conservative investments like certificates and annuities can help get your financial plan back on track.

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

When: Wednesday, May 19, 2021 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 Return of Conservative Investing 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-3013564.1-0320-0422     MGA-3013504.1-0320-0422

 © 2020 CUNA Mutual Group

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