Preparing for retirement

Join Veridian Investment & Trust Services for no-cost virtual seminars.

Learn about investing, retirement planning, Social Security and other financial topics with a series of webinars from Veridian Investment & Trust Services. You can sign up for as many of the sessions below as you'd like at no cost.

If you're ready for more personalized advice, schedule a no-cost, no-obligation appointment with one of our financial professionals today.

PLAN YOUR APPOINTMENT

expand january seminar section October Seminars

The Three Transitions to Retirement
Oct. 12 at 6 p.m.
Reserve your seat

Social Security and Your Retirement
Oct. 20 at 6 p.m.
Reserve your seat

Understanding Medicare
Oct. 26 at 5:30 p.m.
Reserve your seat

expand february seminar section November Seminars

How to Weather a Bear Market
Nov. 2 at 6 p.m.
Reserve your seat

Creating a Brighter Future through Estate Planning
Nov. 9 at noon
Reserve your seat

The Return of Conservative Investing
Nov. 9 at 6 p.m.
Reserve your seat

Women and Investing
Nov. 16 at 5:30 p.m.
Reserve your seat

Creating a Brighter Future through Estate Planning
Nov. 18 at 6 p.m.
Reserve your seat

Rollover Planning
Nov. 30 at 6 p.m.
Reserve your seat

expand march seminar section December Seminars

Income for Life
Dec. 7 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.

FR3381911.1-1220-0123

Locate a Branch

Locations in Iowa and Nebraska to serve you.

Image of Veridian Branch