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Financial Health Seminars

We encourage you to attend our no-obligation, complimentary seminars to get answers to your financial questions and continue your journey toward improved financial well-being.

Complimentary Webinar: Social Security and Retirement

Social Security and Your Retirement Seminar

  • Saturday, August 21, 2021 | 9:30 am - 10:30 am (link to come)

  • Saturday, November 13, 2021 | 9:30 am - 10:30 am (link to come)

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. Join us for a no-cost, no-obligation webinar that will answer your Social Security questions and discuss routes you can take to help get the most out of your benefits. Find out how to set a clear direction on your road to retirement. Mike Wells

  • Speaker: Mike Wells | CFP®, CLU® | Regional Sales Director, MEMBERS Insurance & Investments, CUNA Mutual Group
  • Hosted By: Greg Norman, Foothill Investment Services Financial Planner

RSVP is required to attend the webinar.

 

MEMBERS Insurance & Investments and MEMBERS are marketing names for the products, services and programs offered by CMFG Life Insurance Company (CMFG Life), MEMBERS Life Insurance Company (MEMBERS Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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. FR-2102416.1-0418-0520

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