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. 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?
|Three Transitions to Retirement – June 22 at 6:00pm||Register Now|
|Rollover Planning – June 29 at 6:00pm||Register Now|
Space is limited, so I urge you to make your reservations today. Give me a call at 360-414-4223 or contact me by email at firstname.lastname@example.org with any questions about the virtual workshops.
Breta Grumbois, CRPC
Fibre Financial Group located at Fibre Federal Credit Union
822 Commerce Ave. Longview, WA 98632
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.
Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, D/B/A [program name], which is not an affiliate of the credit union. 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.
|MGA-3216705.1-0820-0922||© 2020 CUNA Mutual Group|