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Virtual Financial Educational Workshops

    

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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?

Upcoming Workshops

  •  May Virtual Workshops

    Medicare
    Wednesday, May 5  |  5:30 PM CST
    Register Here

    You’ll learn the answers to your Medicare questions and discuss:

    1. Medicare basics and the differences between Parts A, B, C and D

    2. Tips for choosing your coverage and enrolling in Medicare

    3. How to consider health care costs when planning your retirement income

    How to Weather a Bear Market
    Tuesday, May 11  |  6:00 PM CST
    Register Here

    You’ll learn the answers to questions, including:

    1. What is a bear market?

    2. How does behavioral finance affect decision-making?

    3. How do overreaction and bad decisions compromise long-term financial goals?

    4. How do I weather a bear market?

    The Return of Conservative Investing
    Tuesday, May 18  |  6:00 PM CST
    Register Here

    You’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track, as well as the answers to questions, including:

    1. How can conservative investments help you face today’s economic risks?

    2. What are the differences between CDs and annuities?

    3. What are the different types of annuities?

    4. How do you decide which conservative investment is right for you?

    Women & Investing
    Tuesday, May 25  |  5:30 PM CST
    Register Here

    This seminar will focus on taking control of your future through investing. You’ll also learn about:

    1. Key investment principles every woman should know

    2. Important opportunities like asset allocation

    3. Understanding investor behavior

    4. Differences between financial products like mutual funds and annuities

  •  June Virtual Workshops

    The 3 Transitions to Retirement
    Tuesday, June 1  |  6:00 PM CST
    Register Here

    During this session, you’ll learn:

    1. How to confidently address the financial, lifestyle and emotional transitions to retirement

    2. How to guard against risks and manage those that are inevitable

    3. Whether you are ready for retirement

    Social Security
    Tuesday, June 8  |  6:00 PM CST
    Register Here

    You’ll learn the answers to your Social Security questions, including:

    1.  What are the rules for starting your Social Security benefits?

    2.  How do spouses coordinate their benefits?

    3.  Are there different routes to take that could potentially increase your benefits?

    4.  How do you decide where Social Security fits within your retirement plans?

    Income for Life
    Tuesday, June 15  |  6:00 PM CST
    Register Here

    Join us for a virtual session that can help you set your financial direction and answer more of your questions:

    1. What sources of retirement income will you rely on?

    2. What retirement risks do you face now that you’re drawing on their savings?

    3. Which income strategies should you consider?

    4. How can you use annuities to guarantee income for life?

    How to Weather a Bear Market
    Tuesday, June 22  |  6:00 PM CST
    Register Here

    You’ll learn the answers to questions, including:

    1. What is a bear market?

    2. How does behavioral finance affect decision-making?

    3. How do overreaction and bad decisions compromise long-term financial goals?

    4. How do I weather a bear market?

    Rollover Planning
    Tuesday, June 29  |  6:00 PM CST
    Register Here

    In this session you will learn the answers to questions, including:

    1. Pros and Cons to leaving your money in the company plan

    2. Possible taxes or penalties we may face when moving money

    3. Options for moving it your new company plan

    4. Rolling it over to a personal IRA

Space is limited, so I urge you to make your reservations today. And give me a call at 641.684.1114 with any questions about the virtual workshops, or contact me by email at Matthew.Vickers@cunamutual.com.

Matthew Vickers

Matthew Vickers  |  Financial Advisor
Matthew.Vickers@cunamutual.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.

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.

C1st Investment Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

MGA-3216705.1-0820-0922
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