No-Cost Investment Seminars (Virtual)

We're here to partner with you. We’re helping you every step of the way by offering these No-Cost Virtual Seminars. See a product that interests you? Sign up! You can attend as many as you’d like.

Understanding MedicareCUNAWorkshop3.jpg

May 5, 6:30 PM Eastern

Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Join us for a no-cost, no-obligation virtual seminar that can help answer your questions.

During this session, you’ll learn:

  • Medicare basics and the differences between Parts A, B, C and D
  • Tips for choosing your coverage and enrolling in Medicare
  • How to consider health care costs when planning your retirement income
Reserve Your Virtual Seat

How to Weather a Bear MarketCUNAWorkshop4.jpg

May 12, 6:00 PM Eastern

When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather the next bear market.

During this session, you’ll learn:
  • What is a bear market?
  • How does behavioral finance affect decision-making?
  • How do overreaction and bad decisions compromise long-term financial goals?
  • How do I weather a bear market?
Reserve Your Virtual Seat

The Return of Conservative InvestingCUNAWorkshop5.jpg

May 19, 6:00 PM Eastern

Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this virtual seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.

During this session, you’ll learn:
  • How can conservative investments help you face today’s economic risks?
  • What are the differences between CDs and annuities?
  • What are the different types of annuities?
  • How do you decide which conservative investment is right for you?
Reserve Your Virtual Seat

Women and InvestingCUNAWorkshop6.jpg

May 25, 6:30 PM Eastern

There’s no denying the facts: Women tend to earn less and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men.

During this session, you’ll learn:
  • Key investment principles every woman should know
  • Important opportunities like asset allocation
  • Understanding investor behavior
  • Differences between financial products like mutual funds and annuities
Reserve Your Virtual Seat
*The Abound Retirement & Investment Services 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.

Abound Credit Union Retirement & Investment Advisors are registered representatives of CUNA Brokerage Services, Inc. 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. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.

**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

FR-3131378.1-0620-0722