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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.

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 patricia.freiwald@cunamutual.com.


*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.

 

FR-3134507.1-0620-0722