Contact us today at (330) 372-8040 to register for these no-cost seminars at the Seven Seventeen Corporate Operations Center.
Rethinking Diversification – New Ways to Manage Investment Risk October 5, 2017 at 10:00 am and again at 6:30 pm In today’s volatile market, retirement savers face new challenges. But there are also new ways to manage investment risk. Join us for an informational seminar and learn how to go beyond traditional portfolio diversification to help achieve your retirement goals. This session will help you think about your retirement savings plan. You will also learn answers to questions about traditional portfolio diversification, how the investment landscape has changed, discover how you can achieve your goals with the least amount of risk, and how new annuity options can help you rethink diversification.
Social Security Seminar – Make the Most of Your Benefits October 19, 2017 at 6:30 pm Your plans for drawing Social Security** are a critical financial decision, and if you know the rules of the road, it can make a big difference in the success of your retirement journey. Whether it’s the timing of starting Social Security, or options for you and your spouse to coordinate your income plans, the path you follow could help you get the most out of your benefits. This seminar will address these issues and answer more of your questions in regards to rules for the collection of your Social Security benefits, how to coordinate your spouse’s benefits, different routes that can potentially increase your benefit amount, and how Social Security can fit within your overall retirement plan.
**Representatives are not tax advisors or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific SSA benefits questions, please contact the SSA office in your area.
Three Transitions to Retirement – Confidently Address Transitioning to Retirement November 9, 2017 at 6:30 pm Are you ready to retire? There are three transitions you need to prepare for – in addition to financial changes, there are also lifestyle and emotional transitions that you’ll experience. We would like to help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we will gain clarity and confidence about your path to retirement.
*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. 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-1877534.1-0817-0919