Webinars

Income for Life     Social Security and Your Retirement     Three Transitions to Retirement     Rethinking Diversification     Women and Investing     How to Weather a Bear Market



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 January 11, 2022 at WebEx
Presented by Joshua Taylor

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 423-803-2089 with any questions about the seminar or contact me by email at frances.woodall@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

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:

Social Security and Your Retirement
6PM EST on January 25, 2022 at WebEx
Presented by Joshua Taylor

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 423-803-2089 with any questions about the seminar or contact me by email at frances.woodall@cunamutual.com.

I look forward to seeing you there!
Banner text says CUNA Mutal Group Three Transitions to Retirement
Register to learn about Three Transitions to Retirement

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

Three Transitions to Retirement
6PM EST on February 8, 2022 at WebEx
Presented by Joshua Taylor

You'll find out more about the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions, including:
  • How to confidently address the financial, lifestyle and emotional transitions to retirement
  • How to guard against risks and manage those that are inevitable
  • Whether you are ready for retirement
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 423-803-2089 with any questions about the seminar or contact me by email at frances.woodall@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 February 22, 2022 at WebEx
Presented by Joshua Taylor

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 423-803-2089 with any questions about the seminar or contact me by email at frances.woodall@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 March 8, 2022 at WebEx
Presented by Karen Kuhlmann

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 423-803-2089 with any questions about the seminar or contact me by email at frances.woodall@cunamutual.com.

I look forward to seeing you there!
Banner text says CUNA Mutal Group How to Weather a Bear Market
Register today for this valuable educational seminar

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 a bear market.

How to Weather a Bear Market
6PM EST on March 22, 2022 at WebEx
Presented by Joshua Taylor

You'll learn answers to important questions, including:
  • What is a bear market?
  • How do overreaction and bad decisions compromise long-term financial goals?
  • How do I weather a bear market?
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 423-803-2089 with any questions about the seminar or contact me by email at frances.woodall@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-4093224.1-0122-0224

Back to Top   Back to Services Page