Meeting You Where You're At

Virtual Seminars

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. We offer several virtual seminars each year, 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.


Retirement Rollover Planning

Thursday, October 21 at 6:00 p.m. (PDT)

Do you have a 401(k) with a former employer? Do you have a strategy for rolling those benefits into your retirement plan? Now is a great time to talk to a financial advisor about planning for your future!

Join Mike Wells from CUNA Mutual to learn more about 401(k) Rollovers, and the different options you may have depending on the life stage of your retirement accounts.

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Social Security Seminar

Thursday, November 4 at 6:00 p.m. (PDT)

Join Cindi Hill from CUNA Mutual Group along with Red Canoe Financial Group for a seminar on the role Social Security could play in your future. You’ll learn about:

  • Medicare basics, including differences in Parts A, B, C and D
  • Tips for choosing coverage and enrolling in Medicare
  • Social Security benefits rules
  • Options for retirement and ways to increase benefits

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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
FR-3207776.1-0820-0922