All seminars are from 6:00 pm to 7:30 pm.

 

August 8, 2017 Conservative Investing

32nd & Shea Branch

10440 N 32nd St
Phoenix, AZ 85028

• Face “headwinds” such as market volatility and low interest rates.
• Understand how conservative investments can help you address today’s economic risks.
• Know the differences between CDs and annuities, their advantages and benefits.
• Determine if a return to conservative investing is right for you.

August 9, 2017 Social Security: What’s Your Magic Number?

Craycroft Branch

2222 S Craycroft Rd
Tucson, AZ

• Managing your Social Security benefits to help ensure a comfortable retirement.
• The “rules of the road” for collecting your Social Security benefits.
• Ways spouses may be able to coordinate their benefits and receive more.
• Different routes to take that could potentially increase your benefit amount.
• How Social Security can fit within your overall retirement income plan.

September 26, 2017 Women and Investing

Wilmot Branch

1100 North Wilmot Road
Tucson, AZ 85712

• Key investment principles every woman should know.
• Important growth principles of asset allocation and diversification.
• Understanding the psychology of a successful investor strategy.
• Differences between financial products like mutual funds and annuities.

October 24, 2017 Conservative Investing

Northwest Branch

550 West Magee Road
Tucson, AZ 85704

• Face “headwinds” such as market volatility and low interest rates.
• Understand how conservative investments can help you address today’s economic risks.
• Know the differences between CDs and annuities, their advantages and benefits.
• Determine if a return to conservative investing is right for you.

November 7, 2017 Social Security: What’s Your Magic Number?

Casa Grande Branch

2008 E Florence Blvd
Casa Grande, AZ

• Managing your Social Security benefits to help ensure a comfortable retirement.
• The “rules of the road” for collecting your Social Security benefits.
• Ways spouses may be able to coordinate their benefits and receive more.
• Different routes to take that could potentially increase your benefit amount.
• How Social Security can fit within your overall retirement income plan.

November 8, 2017 Social Security: What’s Your Magic Number?

Broadway Branch

8465 East Broadway Boulevard
Tucson, AZ 85710

• Managing your Social Security benefits to help ensure a comfortable retirement.
• The “rules of the road” for collecting your Social Security benefits.
• Ways spouses may be able to coordinate their benefits and receive more.
• Different routes to take that could potentially increase your benefit amount.
• How Social Security can fit within your overall retirement income plan.

SEATING IS LIMITED. RSVP TODAY USING THE FORM OR CONTACT:

(520) 751-7039

Light refreshments will be served.

Contact an Advisor » To learn more about the background of your financial advisor and the firm they work for, please go to BrokerCheck by FINRA.

 

 

 

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. CBSI is a registered broker/dealer in all fifty states of the United States of America.

FR-1755989.1-0417-0519