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:
- How to Weather a Bear Market January 5th 6PM CST (Link to Register)
- Social Security January 18th 6PM CST (Link to Register)
- Medicare January 25th 5:30PM CST (Link to Register)
- Income for Life February 9th 6PM CST (Link to Register)
- Women & Investing February 22nd 5:30PM CST (Link to Register)
- Rollover Planning March 8th 6PM CST (Link to Register)
- The Three Transitions to Retirement March 22nd 6PM CST (Link to Register)
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
