Rethinking Diversification

Event Details

Date Monday, March 18, 2024
Time 6:00pm
Location Virtual Seminar

Rethinking Diversification

In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.

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

You’ll learn more about how retirement savers face new challenges and new ways to manage investment risk. You’ll learn the answers to your investment questions, including:

  • What is traditional portfolio diversification?
  • How has the investment landscape changed?
  • How can you achieve your goals with the least amount of risk?
  • How can new annuity options help you rethink diversification?

CLICK HERE TO RESERVE YOUR SPOT

Contact our Financial Advisors

Matthew Vickers

Matthew Vickers  |  LPL Financial Advisor
Matthew.Vickers@lpl.com

Located at:  Community 1st Credit Union
235 Richmond Ave.  -  Ottumwa, IA

Phone:  641.684.1114
Toll-Free:   866.360.5370  Ext: 1114

Check the background of investment professionals on FINRA’s BrokerCheck.

Tyler Sendejas

Tyler Sendejas  |  LPL Financial Advisor
Tyler.Sendejas@lpl.com

Located at:  Community 1st Credit Union
235 Richmond Ave.  -  Ottumwa, IA

Phone:  641.683.6424
Toll-Free:   866.360.5370  Ext: 6424

Check the background of investment professionals on FINRA’s BrokerCheck.


Mike Mason and TruStage™ are not affiliated with or endorsed by LPL Financial.

TruStageTM 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, 2000 Heritage Way, Waverly, IA, 50677. 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.

CMGA-4769383.2-0623-0625  © TruStage

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