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Collins Community Credit Union

Collins Wealth Management Group Virtual Financial Education Workshops

Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness.

Published on Dec 23, 2021

Financial education is an important aspect of any long-term plan. Attend as many virtual workshops as you like.

You’ll learn the answers to questions, 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:

Space is limited, so we encourage you to make your reservations today! Give us a call at 319-395-6453 or contact us by email at Dara.Dietz@cunamutual.com with any questions about the virtual workshops. 


Mike Albert, CRPC®
Vice President, Wealth Management

Brian Bock, CRPC®, CFP®
Vice President, Wealth Management

Garret Locke, MBA
Associate Financial Advisor Wealth Management

Dawn M. Frost
Associate Financial Advisor Wealth Management

Collins Wealth Management Group Located at: Collins Community Credit Union
1005 Blairs Ferry RD NE, Cedar Rapids, IA 52402
Phone: 319-395-6453

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

What's New

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    15 April 2022
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