Webinars

Social Security and Your Retirement     Understanding Your Rollover Options     The Return of Conservative Investing     Women and Investing     Income for Life     Rethinking Diversification     Social Security and Your Retirement


Banner text says CUNA Mutal Group Social Security and Your Retirement
Register to learn about the Social Security rules of the road

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. Here’s an opportunity to attend a valuable educational seminar on this important topic, 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. Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

Social Security and Your Retirement
6PM EST on Tuesday, April 5
Presented by Joshua E. Taylor, CUNA Mutual Group

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?
Click here to reserve your virtual seat NOW

You are welcome to bring a guest, but space is limited so please make your reservations today.

Give me a call at 615-371-3737 with any questions about the seminar or contact me by email at jodie.smith@cunamutual.com.

I look forward to seeing you there!
Banner text says CUNA Mutal Group Understanding Your Rollover Options
Changing jobs is a common experience for most U.S. workers. But, what's the right thing to do with your retirement savings plan account from a previous employer? What are your options, and how can your decision impact your long-term retirement savings?

Here's an opportunity for you to get a clear understanding of your different options, and how each one can affect your progress toward your retirement savings goals — at no cost and no obligation:

Understanding Your Rollover Options
6PM EST on Tuesday, April 19, 2022 at Zoom
Presented by Joshua Taylor, Regional Vice President, CUNA Mutual Group

You'll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
  • Four major options for retirement plan balances when changing jobs
  • Pros and cons of each option
  • How a Rollover works
  • And more
Click here to reserve your virtual seat NOW

You are welcome to bring a guest, but space is limited so please make your reservations today.

Give me a call at 615-371-3737 with any questions about the seminar or contact me by email at jodie.smith@cunamutual.com.

I look forward to seeing you there!
Banner text says CUNA Mutal Group The Return of Conservative Investing
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 seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

The Return of Conservative Investing
6PM EST on May 3, 2022 at Zoom
Presented by Joshua Taylor, Regional Vice President, CUNA Mutual Group

You'll find out more about where to invest your retirement savings and learn about conservative investments. You'll learn the answers to your Conservative Investing questions, including:
  • How can conservative investments help you face today's economic risks?
  • What are the differences between CDs and annuities?
  • What are the different types of annuities?
  • How do you decide which conservative investment is right for you?
Click here to reserve your virtual seat NOW

You are welcome to bring a guest, but space is limited so please make your reservations today.

Give me a call at 615-371-3737 with any questions about the seminar or contact me by email at jodie.smith@cunamutual.com.

I look forward to seeing you there!
Banner text says CUNA Mutal Group Women and Investing
Register to learn about Women and Investing

There's no denying the facts: Women tend to earn less than men and live longer than men. If you're a woman who would like to retire one day, you may need to save more and invest more than men.

Do you want to become a successful lifelong investor? You can start now, by attending this valuable educational seminar on this important topic, at no cost and no obligation:

Women and Investing
6PM EST on May 17, 2022 at Zoom
Presented by Karen Kuhlmann, CUNA Mutual Group

The seminar will focus on the importance of taking control of your own future through investing. You'll also learn about:
  • Key investment principles every woman should know
  • Important opportunities like asset allocation
  • Understanding investor behavior
  • Differences between financial products like mutual funds and annuities
Click here to reserve your virtual seat NOW

You are welcome to bring a guest, but space is limited so please make your reservations today.

Give me a call at 615-371-3737 with any questions about the seminar or contact me by email at jodie.smith@cunamutual.com.

I look forward to seeing you there!

Banner text says CUNA Mutal Group Income for Life
Register to learn about achieving a steady stream of retirement income

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)?

Here's an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

Income for Life
6PM EST on May 31, 2022 at Zoom
Presented by Joshua Taylor, Regional Vice President, CUNA Mutual Group

You'll find out more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:
  • What sources of retirement income will you rely on?
  • What retirement risks do you face now that you're drawing on their savings?
  • Which income strategies should you consider?
  • How can you use annuities to guarantee income for life?
Click here to reserve your virtual seat NOW

You are welcome to bring a guest, but space is limited so please make your reservations today.

Give me a call at 615-371-3737 with any questions about the seminar or contact me by email at jodie.smith@cunamutual.com.

I look forward to seeing you there!
Banner text says CUNA Mutal Group Rethinking Diversification
Register to learn new ways to manage investment risk

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.

Here's an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

Rethinking Diversification
6PM EST on June 14, 2022 at Zoom
Presented by Joshua Taylor, Regional Vice President, CUNA Mutual Group

You'll find out more how retirement savers are facing new challenges, and the new ways to manage investment risk. You'll learn the answers to your investment questions, including:
  • What is traditional portfolio diversification?
  • How has the investment landscape changes?
  • How can you achieve your goals with the least amount of risk?
  • How can new annuity options help you rethink diversification?
Click here to reserve your virtual seat NOW

You are welcome to bring a guest, but space is limited so please make your reservations today.

Give me a call at 615-371-3737 with any questions about the seminar or contact me by email at jodie.smith@cunamutual.com.

I look forward to seeing you there!
Banner text says CUNA Mutal Group Social Security and Your Retirement
Register to learn about the Social Security rules of the road

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. Here’s an opportunity to attend a valuable educational seminar on this important topic, 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. Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

Social Security and Your Retirement
6PM EST on June 28, 2022 at Zoom
Presented by Joshua E. Taylor, Regional Vice President, CUNA Mutual Group

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?
Click here to reserve your virtual seat NOW

You are welcome to bring a guest, but space is limited so please make your reservations today.

Give me a call at 615-371-3737 with any questions about the seminar or contact me by email at jodie.smith@cunamutual.com.

I look forward to seeing you there!
These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. 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

Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
© 2020 CUNA Mutual Group

RIPC, is a registered service mark of the College of Financial Planning. Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

MEMBERS Financial Services Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

FR-4630612.1-0322-0424

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