Wealth Management Seminars
Below is a list of upcoming no-cost virtual seminars on various topics related to wealth management, presented by CUNA Mutual Group.
Click on a seminar below to expand and view more details.
When retiring or starting a new job, understand the options for your previous retirement savings.
DATE: December 1st at 6PM Eastern
Often times when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.
In this session you will learn the answers to questions, including:
- Pros and Cons to leaving your money in the company plan
- Possible taxes or penalties we may face when moving money
- Options for moving it to your new company plan
- Rolling it over to a personal IRA
Reserve your virtual seat. (Link to WebEx registration)
Space is limited, so I urge you to make your reservations today. And give me a call at 207.889.8233 with any questions about the virtual seminar or contact me by email at email@example.com. I look forward to seeing you virtually.
Trish Freiwald, CFP®, Financial Advisor
UCU Wealth Management located at: UCU
15 Main St, Orono, ME 04473
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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. There are distinct differences between annuities and certificates of deposit. Most certificates of deposit are short-term investments. Some of the products featured in this workshop are annuities and are sold by prospectus. Annuities are long-term insurance products designed for retirement purposes.
Many registered annuities offer four main features: (1) a selection of investment options, (2) tax-deferred earnings accumulation, (3) guaranteed lifetime payout options, and (4) death benefit options. Before investing, you should consider the annuity’s investment objectives, risks, charges and expenses. The prospectus contains this and other information. Please read it carefully. To obtain a prospectus, contact your advisor, log onto membersproducts.com or call 888.888.3940.
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.
The message and any attached material are confidential. If received in error, please inform me immediately and destroy the information at once. Any unauthorized use, distribution, or copying of this information is prohibited.
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.
MGA-3013504.1-0320-0422 © 2020 CUNA Mutual Group
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 firstname.lastname@example.org.
*UCU Wealth Management Advisors are registered representatives of CUNA Brokerage Services Inc. 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. Trust services available through MEMBERS Trust Company. 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.