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Financial Education Webinars

Informed members make wise financial decisions. 

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:

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 

  • Reserve Your Virtual Seat!
  • Tuesday, May 10, 2022 • 6:00 PM EST

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:

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

  • Reserve Your Virtual Seat!

  • 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:

    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

    • Reserve Your Virtual Seat!

  • The Return of Conservative Investing
  • Tuesday, June 14, 2022 • 6:00 PM EST

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:

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?

  • Reserve Your Virtual Seat!

    The Road to Retirement
  • Tuesday, June 21, 2022 • 6:00 PM EST

There’s a big difference between not working and not worrying. But for millions of Americans, the worrying begins after the working ends. If you only have a hit-or-miss plan for generating retirement income, you may not enjoy the stress-free retirement journey you’ve worked so hard for. Don’t let this happen to you. Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

You’ll find out more about your Retirement income and discuss the role it plays when setting a clear direction for your financial future. You’ll learn the answers to your Retirement income questions, including:

• How do I get the most from my pension and Social Security?
• How should I invest to generate income during my reitrement?
• How can I make sure that I can meet my health care needs?
• What sources of income should I draw upon and when?

Reserve Your Virtual Seat!

  • Tuesday, June 28, 2022 • 6:00 PM EST

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:

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 changed?
• How can you achieve your goals with the least amount of risk?
• How can new annuity options help you rethink diversification?

Reserve Your Virtual Seat!

These workshops are 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. MGA

© 2020 CUNA Mutual Group

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-3412142.2-0121-0223