Webinars :: Collegedale Credit Union

Social Security and Your Retirement

The Return of Conservative Investing

Road to Retirement

Women and Investing

Income for Life

Three Transitions to Retirement

Social Security and Your Retirement

The Return of Conservative Investing

Road to Retirement

Banner text says CUNA Mutal Group Social Security and Your Retirement

Register to learn about the Social Security rules of the road

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?

Social Security and Your Retirement
12PM EST on August 23, 2022
Presented by Joshua E. Taylor, CUNA Mutual Group

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

What are the rules for starting your Social Security benefits?
How do spouses coordinate their benefits?
Are there different routes to take that could potentially increase your benefits?
How do you decide where Social Security fits within your retirement plans?

Click here to reserve your virtual seat NOW

You are welcome to bring a guest, but space is limited so please make your reservations today.

Give me a call at 615-371-3737 with any questions about the seminar or contact me by email at Jodie.smith@southeastfinancial.org.

I look forward to seeing you there!

Jodie M Smith
Financial Advisor

Banner text says CUNA Mutal Group The Return of Conservative Investing

Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

The Return of Conservative Investing
6PM EST on Septemeber 6, 2022 at Zoom
Presented by Joshua Taylor from CUNA Mutual Group

You’ll find out more about where to invest your retirement savings and learn about conservative investments. You’ll learn the answers to your Conservative Investing questions, including:

How can conservative investments help you face today’s economic risks?
What are the differences between CDs and annuities?
What are the different types of annuities?
How do you decide which conservative investment is right for you?

There’s a big difference between not working and not worrying. But for millions of Americans, the worrying begins after the working ends. If you only have a hit-or-miss plan for generating retirement income, you may not enjoy the stress-free retirement journey you’ve worked so hard for. Don’t let this happen to you. Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

A Clear Direction on the Road to Retirement
12PM EST on September 20, 2022 at Zoom
Presented by Joshua Taylor from CUNA Mutual Group

You'll find out more about your Retirement income and discuss the role it plays when setting a clear direction for your financial future. You’ll learn the answers to your Retirement income questions, including:

How do I get the most from my pension and Social Security?
How should I invest to generate income during my retirement?
How can I make sure that I can meet my health care needs?
What sources of income should I draw upon and when?

Banner text says CUNA Mutal Group Women and Investing

Register to learn about Women and Investing

There’s no denying the facts: Women tend to earn less than men and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men.

Do you want to become a successful lifelong investor? You can start now, by attending this valuable educational seminar on this important topic, at no cost and no obligation:

Women and Investing
6PM EST on Ocober 4, 2022 at Zoom
Presented by Karen Kuhlmann from CUNA Mutual Group

The seminar will focus on the importance of taking control of your own future through investing. You’ll also learn about:

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

Banner text says CUNA Mutal Group Income for Life

Register to learn about achieving a steady stream of retirement income

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?

Here's an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

Income for Life
12PM EST on October 18, 2022 at Zoom
Presented by Joshua Taylor from CUNA Mutual Group

You’ll find out more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:

What sources of retirement income will you rely on?
What retirement risks do you face now that you're drawing on their savings?
Which income strategies should you consider?
How can you use annuities to guarantee income for life?

Banner text says Three Transistions to 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. Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

Three Transitions to Retirement
6PM EST on November 1, 2022 at Zoom
Presented by Joshua Taylor from CUNA Mutual Group

You’ll find out more about the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions, including:

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

Register to learn about the Social Security rules of the road

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?

Social Security and Your Retirement
12PM EST on November 15, 2022 at Zoom
Presented by Joshua E. Taylor from CUNA Mutual Group

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

What are the rules for starting your Social Security benefits?
How do spouses coordinate their benefits?
Are there different routes to take that could potentially increase your benefits?
How do you decide where Social Security fits within your retirement plans?

Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

The Return of Conservative Investing
6PM EST on Novemeber 29, 2022 at Zoom
Presented by Joshua Taylor from CUNA Mutual Group

You’ll find out more about where to invest your retirement savings and learn about conservative investments. You’ll learn the answers to your Conservative Investing questions, including:

How can conservative investments help you face today’s economic risks?
What are the differences between CDs and annuities?
What are the different types of annuities?
How do you decide which conservative investment is right for you?

There’s a big difference between not working and not worrying. But for millions of Americans, the worrying begins after the working ends. If you only have a hit-or-miss plan for generating retirement income, you may not enjoy the stress-free retirement journey you’ve worked so hard for. Don’t let this happen to you. Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

A Clear Direction on the Road to Retirement
12PM EST on December 13, 2022 at Zoom
Presented by Joshua Taylor from CUNA Mutual Group

You’ll find out more about your Retirement income and discuss the role it plays when setting a clear direction for your financial future. You’ll learn the answers to your Retirement income questions, including:

How do I get the most from my pension and Social Security?
How should I invest to generate income during my retirement?
How can I make sure that I can meet my health care needs?
What sources of income should I draw upon and when?

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies. Investing involves risk including possible loss of principal.

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, these entities and Josh Taylor are not affiliated with LPL Financial. 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

FR-4093224.1-0122-0224