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Educational Seminars

Virtual Financial Workshops 

Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.

Attend as many virtual workshops as you like. You’ll get important information, including: 

  • The important rules of the road for receiving Social Security.
  • How can conservative investments help you face today’s economic risks?
  • What sources of income should you draw from and when?
  • How to use annuities to guarantee income for life.
  • How does behavioral finance affect investment decision-making?

Upcoming workshops:


January

The 3 Transitions to Retirement
 January 12,  7:00PM MST (Link to Register)

Social Security & Your Retirement
 January 19, 7:00PM MST (Link to Register)

Income For Life
January 26,  7:00PM MST (Link to Register)


February

Understanding Medicare
February 2, 4:30PM MST (Link to Register)

Rollover Planning
February 9, 7:00PM MST (Link to Register)


Social Security & Your Retirement
February 16, 7:00PM MST (Link to Register)

Return of Conservative Investing
February, 23, 7:00PM MST (Link to Register)


March

Women & Investing
March 2, 4:30PM MST (Link to Register)

The 3 Transitions to Retirement
March 16, 7:00PM MST (Link to Register)

Social Security & Your Retirement
March 23, 7:00PM MST (Link to Register)

Income For Life
March 30, 7:00PM MST (Link to Register)


Space is limited, so I urge you to make your reservations today. Give me a call at (505) 342-8930 or email me at James.Armer@cunamutual.com with any questions about the virtual workshops.  

SPACE IS LIMITED.  REGISTER TODAY!

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. 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

MGA-3216705.1-0820-0922                                                                                                           © 2020 CUNA Mutual Group

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