Veridian Investment & Trust Services Seminars

The 3 Transitions to Retirement
September 29 at 6 p.m.
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Income for Life
September 30 at noon
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Social Security & Your Retirement
October 6 at noon
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Social Security & Your Retirement
October 6 at 6 p.m.
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Road to Retirement
October 7 at noon
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Understanding Medicare
October 13 at 6 p.m.
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The 3 Transitions to Retirement
October 14 at noon
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Income for Life
October 20 at 6 p.m.
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Steering Toward Retirement with IRAs
October 21 at noon
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The Return of Conservative Investing
October 27 at 6 p.m.
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Women and Investing
October 28 at noon
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How to Weather a Bear Market
November 3 at 6 p.m.
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Rethinking Diversification
November 4 at noon
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The 3 Transitions to Retirement
November 10 at noon
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The 3 Transitions to Retirement
November 10 at 6 p.m.
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How to Weather a Bear Market
November 11 at noon
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Rethinking Diversification
November 17 at 6 p.m.
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Estate Planning Basics
November 18 at noon
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Estate Planning Basics
November 19 at 6 p.m.
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Social Security & Your Retirement
December 1 at 6 p.m.
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The Return of Conservative Investing
December 2 at noon
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Income for Life
December 8 at noon
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Income for Life
December 8 at 6 p.m.
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Social Security & Your Retirement
December 9 at noon
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Women And Investing
December 9 at 5:30 p.m.
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Estate Planning Basics
December 16 at noon
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Estate Planning Basics
December 17 at 6 p.m.
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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

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