SCU Retirement & Investment Services

Virtual Webinar Series

Valuable financial advice and expertise is now available to you from the comfort of your own home. We are offering a number of complimentary, no-cost, no-obligation seminars you can attend virtually. Here are our upcoming webinars:

Social Security and Your Retirement

December 1, 2020 – 6:00 pm Central Time

During the virtual seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including:

  • What are the rules for starting your Social Security benefits?
  • How do spouses coordinate their benefits?
  • Are there different routes to take that could potentially increase your benefits?
  • How do you decide where Social Security fits within your retirement plans?

Reserve your virtual seat (Link to WebEx registration)

Income for Life: Guaranteeing retirement income to last a lifetime

Two time slots:
December 8, 2020
– 12:00 pm Central Time
December 8, 2020 – 6:00 pm Central Time

Join us for a virtual session that can help you set your financial direction and answer more of your questions:

  • What sources of retirement income will you rely on?
  • What retirement risks do you face now that you’re drawing on their savings?
  • Which income strategies should you consider?
  • How can you use annuities to guarantee income for life?

Reserve your virtual seat for the 12:00 pm seminar (Link to WebEx registration)

Reserve your virtual seat for the 6:00 pm seminar. (Link to WebEx registration)

Women and Investing: Steering toward retirement

December 9, 2020 – 5:30 pm Central Time

The virtual seminar will focus on taking control of your future through investing. You’ll also learn about:

  • 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 (Link to WebEx registration)

Financial Education Resources

Financial knowledge is critical if you want to reach your investment goals. Here is a collection of informative resources worth reading.

SCU Retirement & Investment Services Professionals are registered representatives of CUNA Brokerage Services, Inc. Representative are registered, 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. Trust Services are provided through MEMBERS Trust Company. 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-3318032.1-1120-1222