Veridian Investment & Trust Services Seminars
The 3 Transitions to Retirement
September 29 at 6 p.m.
Reserve your seat
Income for Life
September 30 at noon
Reserve your seat
Social Security & Your Retirement
October 6 at noon
Reserve your seat
Social Security & Your Retirement
October 6 at 6 p.m.
Reserve your seat
Road to Retirement
October 7 at noon
Reserve your seat
Understanding Medicare
October 13 at 6 p.m.
Reserve your seat
The 3 Transitions to Retirement
October 14 at noon
Reserve your seat
Income for Life
October 20 at 6 p.m.
Reserve your seat
Steering Toward Retirement with IRAs
October 21 at noon
Reserve your seat
The Return of Conservative Investing
October 27 at 6 p.m.
Reserve your seat
Women and Investing
October 28 at noon
Reserve your seat
How to Weather a Bear Market
November 3 at 6 p.m.
Reserve your seat
Rethinking Diversification
November 4 at noon
Reserve your seat
The 3 Transitions to Retirement
November 10 at noon
Reserve your seat
The 3 Transitions to Retirement
November 10 at 6 p.m.
Reserve your seat
How to Weather a Bear Market
November 11 at noon
Reserve your seat
Rethinking Diversification
November 17 at 6 p.m.
Reserve your seat
Estate Planning Basics
November 18 at noon
Reserve your seat
Estate Planning Basics
November 19 at 6 p.m.
Reserve your seat
Social Security & Your Retirement
December 1 at 6 p.m.
Reserve your seat
The Return of Conservative Investing
December 2 at noon
Reserve your seat
Income for Life
December 8 at noon
Reserve your seat
Income for Life
December 8 at 6 p.m.
Reserve your seat
Social Security & Your Retirement
December 9 at noon
Reserve your seat
Women And Investing
December 9 at 5:30 p.m.
Reserve your seat
Estate Planning Basics
December 16 at noon
Reserve your seat
Estate Planning Basics
December 17 at 6 p.m.
Reserve your seat
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.
CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.
MGA-3013564.1-0320-0422
FR-3097053.1-0520-0622