Financial education is an important aspect of any long-term plan.
Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:
- How can conservative investments help you face today’s economic risks?
- What sources of income should you draw from and when?
- How to use annuities to guarantee income for life.
Understanding Medicare Feb 2nd 5:30PM CST (Link to Register)
Rollover Planning Feb 9th 6PM CST (Link to Register)
How to Weather a Bear Market Feb 16th 6PM CST (Link to Register)
Return of Conservative Investing Feb 23rd 6PM CST (Link to Register)
Space is limited, so make your reservations today. Call Justin Parker at 903-597-7291 ext. 1441 or contact him by email at firstname.lastname@example.org with any questions about the virtual workshops.
Justin Parker, Financial Advisor
Kelly Community Retirement & Investment Services
2105 W Grande Blvd, Tyler, TX 75703
Phone: 903-597-7291 ext.1441
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. 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 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. FR-3398397.1-0121-0223
©2020 CUNA Mutual Group