Skip to content

UCU will be closed on Monday, May 30th, in observance of Memorial Day.

 

UCU WM logo

 

Wealth Management Seminars

 

Virtual Seminars

Below is a list of upcoming no-cost virtual seminars on various topics related to wealth management.

The Return of Conservative Investing

June 14th, 6PM EST

Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.

You’ll find out more about where to invest your retirement savings and learn about conservative investments. You’ll learn the answers to your Conservative Investing questions, including:

  • How can conservative investments help you face today’s economic risks?
  • What are the differences between CDs and annuities?
  • What are the different types of annuities?
  • How do you decide which conservative investment is right for you?

 

Click here to reserve your virtual seat now

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. 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.

Space is limited, so you are urged to make your reservations today. And give Trish Freiwald a call at 207-889-8233 with any questions about the virtual seminar, or contact her by email at p.freiwald@lpl.com.

 

BrokerCheck by FINRA

Patricia Freiwald is a financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. University Credit Union and UCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UCU Wealth Management, and may also be employees of University Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, University Credit Union or UCU Wealth Management. Securities and insurance offered through LPL or its affiliates are:

 

Not Insured by NCUA or Any Other Government Agency

Not Credit Union
Guaranteed

Not Credit Union
Deposits or Obligations


May Lose Value

The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.