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service 1st retirement & investment center | october virtual seminars announced

10/1/2021

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. 


Redefining a Diversified Portfolio | Tuesday, October 5, 2021

In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.

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

When: Tuesday, October 5, 2021 at 6:00 PM EST

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 about this virtual seminar, click here!


Three Transitions to Retirement | Tuesday, October 12​, 2021

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: Tuesday, October 12, 2021 at 6:00 PM EST

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 about this virtual seminar, click here!


Social Security & Your Retirement | Tuesday, October 19, 2021

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.

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

When: Tuesday, October 19, 2021 at 6:00 PM EST

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 about this virtual seminar, click here!


Understanding Medicare | Tuesday, October 26, 2021

Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Join us for a no-cost, no-obligation virtual seminar that can help answer your questions:

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

When: Tuesday, October 26, 2021 at 6:30 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 about this virtual 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.

CMGA-1803467.6-1220-0123  MGA-3055100.1-0420-0522  MGA-3052356.1-0420-0522  MGA-3055122.1-0420-0522

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