Free Upcoming Workshops:
(click an event to learn more)
Investments - 11/17
Social Security - 12/1
Financial Future - 12/2
Income for Life - 12/8
Women & Investing - 12/9
Virtual Education - 12/10
Online Security - 12/16
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.
During this session, you'll learn the answers to:
- 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?
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security? Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider.
During this session, you'll learn the answers to:
- What are the rules for starting your Social Security benefits?
- How do spouses coordinate their benefits?
- Are there different routes to take that could potentially increase your benefits?
- How do you decide where Social Security fits within your retirement plans?
Have you wanted to start a financial plan but are not sure where to start? Do you feel intimidated by all the options? Trusting a financial planner can be a tremendous leap forward but it doesn’t have to be a scary event.
GreenPath invites you to attend this webinar, to learn what to ask of a financial planner from your local bank, credit union, or independent advisors. GreenPath wants to help you reach your version of the American Dream. They want to bring you subject matter experts that help guide you to find the resources you will need to develop long-term investment strategies.
Join GreenPath with special guest Martha Williams, Certified Financial Planner, CFP® from Williams Wealth Services as she shares a plan to take control of your financial future by using strategies to interview those who seek to earn your business. You will learn questions to ask, to get to know the potential financial planner. You will learn the differences on how some financial planners or financial advisors make money. This may help you to determine who will win your business and help you prepare for your retirement future.
You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?
Join us for a virtual session that can help you set your financial direction and answer more of your questions:
- What sources of retirement income will you rely on?
- What retirement risks do you face now that you’re drawing on their savings?
- Which income strategies should you consider?
- How can you use annuities to guarantee income for life?
There’s no denying the facts: Women tend to earn less 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.
The virtual seminar will focus on taking control of your 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
Most people, when they hear virtual education, have a preconceived idea of what that might mean. We invite you to explore an expansion of the idea of virtual education. Join a discussion with the GreenPath Learning Experience Design team as they dig into how you can discover deeper ways to educate in a variety of ways through careful design, empathy, and human connection.
One key example is a course GreenPath created in the midst of the pandemic around mortgage forbearances. They have gathered rich feedback and data which will influence additional educational opportunities. The data they have gathered will help with uncovering outcomes and long term impact.
When you walk away GreenPath believes you will have fresh ideas for bringing financial wellness and health to people you serve and reframe the idea of virtual education, so you can maximize your relationships and improve the financial health of people you come into contact with every day virtually.
If you are reading this, you use the internet. Over the years the internet has changed how we shop, communicate and consume our news. It has affected how we manage our funds and how we manage our lives. It is an amazing tool that has changed the world. Unfortunately, it is not always safe. There are people whose full-time job is to steal your personal information, which can directly impact your financial wellness.
Thankfully, there are simple steps that we can all take to be safer on the internet. Join GreenPath as their Director of Information Security joins the discussion to share ways to stay safe online.
Who should attend: Anyone who uses the internet and wants to keep their identity and finances safe.
What you’ll learn: Tips to stay safe and protect your identity on the internet.
*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. 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. FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE BY THE GENERAL PUBLIC.
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.
Together Investments & Retirement Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. 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. FR-3236745.1-0920-01022