Whether your retirement is right around the corner or a future goal you’re looking forward to, Red Canoe Financial Group is committed to helping you understand how to make the most of it. View a list of our upcoming retirement seminars below, covering topics from portfolio diversification and social security benefits to developing a retirement income plan. Each seminar takes place via Webex. After you RSVP, you’ll be sent a secure link that you’ll use to access the seminar when it’s scheduled to begin.
Return to Conservative Investing
Thursday, February 25 at 6:00 p.m. (PST)
Join CUNA Mutual’s Mike Wells and the team at Red Canoe Financial Group for an online seminar on conservative investing. You’ll learn how more conservative investments like certificate accounts and annuities can help get your financial plan on track. Find out how to grow your savings and continue to plan for retirement by utilizing conservative investment options, and get answers to questions like:
- How can more conservative investments help me face economic risks?
- What are the different types of annuities?
- How are certificate accounts (CDs) and annuities different?
Register today for access to this virtual seminar by clicking the link below!
Income for Life
Thursday, March 25 at 6:00 p.m. (PST)
- What can I rely on for a source of retirement income?
- What risks are associated with retirement?
- What new strategies are available for generating retirement income?
- How can I utilize annuities to guarantee my retirement income?
These virtual seminars are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are based on the claims-paying ability of the issuer. 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. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.
Representatives are registered, securities sold, advisory services offered, through CUNA Brokerage Services, Inc., member FINRA/SIPC, D/B/A Red Canoe Financial Group, 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 ∙ No Financial Institution Guarantee ∙ May Lose Value