Tag Archives: education

Three Transitions to Retirement Seminar

We are excited to share with you a new workshop brought to you exclusively by CUNA Mutual Group and MEMBERS Financial Services.

Seminar Objectives: 

  • How to confidently address the financial, lifestyle and emotional transitions to retirement.
  • How to guard against risks and manage those that are inevitable.
  • Whether they are ready for retirement.

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.

This information-packed presentation includes a workbook to help you assess your retirement readiness.

This no-cost, no-obligation seminar is hosted by Jodie Smith, the Representative of MEMBERS Financial Services located at Harris County Federal Credit Union. For more information or to reserve your place, call 713.755.5160 ext 127 or email jodie.smith@cunamutual.com. Space is limited, so make your reservations today by visiting hcfcu.com/fec/free-seminars.

Entry for Credit Union training room is located in the elevator lobby between the ATM and Checkout station. An employee or security must escort you inside the building, and one will be waiting. Doors open 30 minutes prior to start time. Parking can be found in the 1401 Congress Garage, or available street/meter parking areas and entry into elevator lobby are located on the corner of Congress and Austin St, while entry into the 1401 Congress garage can be found from the Austin street side, and La Branch St.

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.

Financial advisors are not tax experts. For information regarding your specific tax situation, please consult a tax professional.

MGA-1805761(CM).2-0718-0820                                                                                                                    © 2018 CUNA Mutual Group

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Women and Investing

There’s no denying the facts: Women tend to work less, earn less and live longer than men. That means they may need to invest more than men if they plan to retire. If you’re interested in learning how to become a successful lifelong investor, this informational seminar can help you reach your retirement goals.

Join us for an educational seminar on “Women and Investing” to be held on June 28, 2018, at 12:00 PM & 5:30 PM at HARRIS COUNTY FEDERAL CREDIT UNION’S TRAINING ROOM, entry door is in the elevator lobby of the 1401 CONGRESS GARAGE.

This seminar will help you learn to be a careful, competent, disciplined long-term investor, and can help you attain the financial security you seek for yourself and those you’re close to. We’ll focus on:

  • Key investment principles every woman should know
  • Important opportunities like asset allocation
  • Understanding investor behavior
  • Different financial products like mutual funds and annuities

This no-cost, no-obligation seminar is hosted by Jodie Smith, the MEMBERS Financial Services representative at Harris County Federal Credit Union. For more information or to reserve your place, at hcfcu.com/fec/free-seminars. Space is limited, so make your reservations 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. All guarantees are backed by the claims-paying ability of the issuer. MEMBERS Insurance & Investments and MEMBERS are marketing names for the products, services, and programs offered by CMFG Life Insurance Company (CMFG Life), MEMBERS Life Insurance Company (MEMBERS Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries, and affiliates. Not NCUA/NCUSIF/FDIC insured may lose value, no financial institution guarantee. Not a deposit of any financial institution.

Financial advisors are not tax experts. For information regarding your specific tax situation, please consult a tax professional. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.

 MGA-850571.3-0617-0719                                                            © CUNA Mutual Group 2017