SCU Retirement & Investment Services

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:


Income for Life: Guaranteeing retirement income to last a lifetime

October 20, 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 (Link to WebEx registration)


The Return of Conservative Investing

October 27, 2020 – 6:00 pm Central Time

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.

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?

Reserve your virtual seat (Link to WebEx registration)


How to Weather a Bear Market

November 3, 2020 – 6:00 pm Central Time

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.

Attend a valuable virtual seminar, “How to Weather a Bear Market.” You’ll learn the answers to questions, including:

  • 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 (Link to WebEx registration)


Three Transitions to Retirement: It’s about more than just the money

Two time slots:
November 10, 2020
– 12:00 pm Central Time
November 10, 2020 – 6:00 pm Central Time

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.

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)


Rethinking Diversification: Exploring new possibilities for risk management

November 17, 2020 – 6:00 pm Central Time

Join us for an informational session that can help you think about your retirement savings plan, and learn answers to questions like:

  • What is traditional portfolio diversification?
  • How has the investment landscape changed?
  • How can you achieve your goals with the least amount of risk?
  • How can new annuity options help you rethink diversification?

Reserve your virtual seat (Link to WebEx registration)


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)


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-3164777.1-0720-0822