The eveningWhile you enjoy light appetizers, we will discuss the night's topic. In The Return of Conservative Investing you will learn how conservative investments can help you face today's economic risks. Learn about the differences between CDs and annuities and the advantages of each. Retirement Income Planning will cover several ways to produce income, including immediate, fixed and variable annuities.
MEMBERS Financial Services is available to help you determine which retirement and investment options are right for you. If you cannot attend one of our events, we encourage you to schedule a no-cost, no-obligation consultation with a MEMBERS Financial Services representative today.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll‐free (866) 512‐6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. All guarantees are based on the claims paying ability of the underwriting insurance company.