If you were unable to join us for our last Social Security virtual seminar, we are excited to announce we will be holding an additional session on Wednesday, May 27.
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.
The Service 1st Retirement & Investment Center, invites you to join us for a virtual seminar on this important topic. This online event is a free educational opportunity. There is no cost and no obligation to attend.
During the virtual seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including:
• What are the rules for starting your Social Security benefits?
• How do spouses coordinate their benefits?
• Are there different routes to take that could potentially increase your benefits?
• How do you decide where Social Security fits within your retirement plans?
Presented by: Travis Stanley, Regional Sales Director, CUNA Mutual Group
Wednesday, May 27, 2020 at 6:00 pm EDT.
Click here to register.
Place: Virtual session via WebEX (You must have a device with internet access.)
Space is limited, so please make your reservations today.
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.
If you do not wish to receive marketing-related material from CUNA Mutual Group at this email address, please send a reply message to this email with “remove” in the subject line. The sender will contact you to ensure we comply with your wishes.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-3052356.1-0420-0522 © 2020 CUNA Mutual Group