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

9/2/2021

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. 


Social Security & Your Retirement | Wednesday, September 8, 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: Wednesday, September 8, 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 on the Social Security & Your Retirement virtual seminar, click here!
 


Income For Life | Wednesday, September 15, 2021

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)? Join us for a virtual session that can help you set your financial direction and answer more of your questions.

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

When: Wednesday, September 15, 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 on the Income For Life virtual seminar, click here!


How to Weather a Bear Market | Wednesday, September 22, 2021

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, September 22, 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 on the How to Weather a Bear Market virtual seminar, click here!


Rollover Planning | Wednesday, September 29, 2021

Often times when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.

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

When: Wednesday, September 29, 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 Rollover Planning 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.

 MGA-3013564.1-0320-0422   MGA-3013504.1-0320-0422

 © 2020 CUNA Mutual Group

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