Description
Headwinds like market volatility, low-interest rates and retirement risks make it tough to know where to invest your retirement savings. Help get your financial plans back on track by attending The Return of Conservative Investing seminar.
This seminar will cover important topics like certificates of deposit (CDs) and annuities. You can attend this seminar at no cost and without obligation.
Lee Superville from TruStage™ will answer some of your Conservative Investing questions and discuss:
- How conservative investments help you face today’s economic risks
- The difference between CDs and annuities
- Different types of annuities
- How to choose the right conservative investment for you
Tracking # 403886-4
Lee Superville and TruStage are not affiliated with nor endorsed by LPL Financial and KeyPoint Financial Services.
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a professional. TruStage™ Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by its affiliate, CUNA Brokerage Services, Inc., Member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. 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.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies.
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.
Date and Time
Tue, Mar 25, 2025
6:00p - 7:00p PST