Virtual Financial Education Workshops

Virtual Financial Education Workshop from CUNA Mutual Group

Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.

Attend as may virtual workshops as you like. You’ll learn the answers to questions, including:

  • The important rules of the road for receiving Social Security.
  • How can conservative investments help you face today’s economic risks?
  • What sources of income should you draw from and when?
  • How to use annuities to guarantee income for life.
  • How does behavioral finance affect investment decision-making?

Upcoming workshops:


The 3 Transitions to Retirement

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.

Here’s an opportunity to attend a valuable virtual seminar on this topic. Reserve your virtual seat:

January 12, 2021 at 6:00 PM PST

March 16, 2021 at 6:00 PM PST

During this session, you’ll learn:

  • How to confidently address the financial, lifestyle and emotional transitions to retirement.
  • How to guard against risks and manage those that are inevitable.
  • Whether you are ready for retirement

MGA-3055100.1-0420-0522

Back to top


Social Security and your Retirement. CUNA Mutual Group

Social Security & Your Retirement

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security? Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. Here’s an opportunity to attend a valuable educational virtual seminar on this important topic, at no cost and no obligation:

Reserve your virtual seat:

January 19, 2021 at 6:00 PM PST

February 16, 2021 at 6:00 PM PST

March 23, 2021 at 6:00 PM PST

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?

MGA-3052356.1-0420-0522

Back to top


Income For Life. CUNA Mutual Group.

Income For Life

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security by enough? What about your 401(k)?

Here’s an opportunity to attend a valuable virtual seminar on this important topic, at no cost and no obligation:

January 26, 2021 at 6:00 PM PST

March 30, 2021 at 6:00 PM PST

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?

MGA-3055032.1-0420-0522

Back to top


Understanding Medicare. CUNA Mutual Group.

Understanding Medicare

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:
Here’s an opportunity to attend a valuable educational virtual seminar on this important topic.

Reserve your virtual seat:

February 2, 2021 at 3:30 PM PST

During the virtual seminar, you’ll find out more about the basics of Medicare and how financial education can help you in retirement income planning. You’ll learn the answers to your Medicare questions and discuss:

  • 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

Asset allocation and diversification do not guarantee a profit or prevention 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.

MGA-3055122.1-0420-0522

Back to top


Rollover Planning. CUNA Mutual Group

Rollover Planning

Often times when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.

Reserve your virtual seat:

February 9, 2021 at 3:30 PM PST

In this session you will learn the answers to questions, including:

  • Pros and Cons to leave your money in the company plan.
  • Possible taxes or penalties we may face when moving money.
  • Options for moving it your new company plan.
  • Rolling it over to a personal IRA.

There are distinct differences between annuities and certificates of deposit. Most certificates of deposit are short-term investments. Some of the products featured in this workshop are annuities and are sold by prospectus. Annuities are long-term insurance products designed for retirement purposes.
Many registered annuities offer four main features: (1) a selection of investment options, (2) tax-deferred earnings accumulation, (3) guaranteed lifetime payout options, and (4) death benefit options. Before investing, you should consider the annuity’s investment objectives, risks, charges and expenses. The prospectus contains this and other information. Please read it carefully. To obtain a prospectus, contact your advisor, log onto membersproducts.com or call 1-888-888-3940.

MGA-3013504.1-0320-0422

Back to top


The Return of Conservative Investing. CUNA Mutual Group.

Return of Conservative Investing

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.

Reserve your virtual seat:

February 23, 2021 at 6:00 PM PST

In this session you will learn the answers to questions, including:

  • 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?

There are distinct differences between annuities and certificates of deposit. Most certificates of deposit are short-term investments. Some of the products featured in this workshop are annuities and are sold by prospectus. Annuities are long-term insurance products designed for retirement purposes.
Many registered annuities offer four main features: (1) a selection of investment options, (2) tax-deferred earnings accumulation, (3) guaranteed lifetime payout options, and (4) death benefit options. Before investing, you should consider the annuity’s investment objectives, risks, charges and expenses. The prospectus contains this and other information. Please read it carefully. To obtain a prospectus, contact your advisor, log onto membersproducts.com or call 1-888-888-3940.

MGA-3013504.1-0320-0422

Back to top


Women and Investing. CUNA Mutual Group.

Women and Investing

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

Here’s an opportunity to attend a valuable, virtual seminar on this important topic. Reserve your virtual seat:

March 2, 2021 at 3:30 PM PST

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.

MGA-3055122.1-0420-0522

Back to top


Bill Craig David Venegas


Space is limited so please make your reservations today!

Give your Financial Professional a call with any questions about the virtual seminar, or contact them by email. We look forward to seeing you virtually!


These workshops 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 backed by 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 MEBMERS 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.

FR-3385603.1-1220-0123