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webinars

CUNA Brokerage Services, Inc.

Take advantage of an opportunity to learn valuable insights on financial information by CUNA Brokerage Services, Inc., at no cost or obligation.

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Three Transitions to Retirement

7/14/2021

In this virtual discussion, we'll help you understand the upcoming lifestyle and emotional changes that might occur during retirement.

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Social Security and Your Retirement

7/21/2021

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

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Understanding Medicare

8/4/2021

In this seminar, you'll learn more about the basics of Medicare and retirement income planning.

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How to Weather a Bear Market

8/11/2021

When the market dips, what do you do? How do you react? Learn steps you can take now to prepare to weather the next bear market with this virtual seminar.

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The Return of Conservative Investing

8/18/2021

Learn how conservative investments like CDs and annuities can help your financial plan.

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Women and Investing

8/24/2021

There's no denying the facts: Women tend to earn less and live longer than men. Attend this virtual seminar that focus' on taking control of your future through investing.

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Three Transitions to Retirement

9/1/2021

In this virtual discussion, we'll help you understand the upcoming lifestyle and emotional changes that might occur during retirement.

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Social Security and Your Retirement

9/8/2021

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

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Income for Life

9/15/2021

Join us for a virtual session on guaranteeing retirement income to last a lifetime. Questions like 'Will Social Security be enough?' and 'What about your 401k?' will be answered.

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How to Weather a Bear Market

9/22/2021

When the market dips, what do you do? How do you react? Learn steps you can take now to prepare to weather the next bear market with this virtual seminar.

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Rollover Planning

9/29/2021

When retiring or starting a new job, understand the options for your existing retirement savings. Join this virtual session to learn some options available.

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The United Investment Planning program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com

United Investment Planning 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. FR-3659987.1-0721-0823