SCU Retirement & Investment Services

Virtual Seminar Series

Valuable financial advice and professional guidance 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.

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

January 12, 2021 – 6:00 pm Central Time

Are you ready to retire? You might be prepared for the financial transition, but youl 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. 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. (Link to WebEx registration)

Social Security and Your Retirement

January 19, 2021 – 6:00 pm Central Time

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.

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

January 26, 2021 – 6:00 pm Central Time

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 be 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.

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)

Understanding Medicare

February 2, 2021 – 5:30 pm Central Time

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.

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

Reserve your virtual seat. (Link to WebEx registration)

Rollover Planning

February 9, 2021 – 6:00 pm Central Time

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

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

Reserve your virtual seat. (Link to WebEx registration)

How to Weather a Bear Market

February 16, 2021 – 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)

The Return of Conservative Investing Virtual Seminar

February 23, 2021 – 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)

Women and Investing: Steering toward retirement

March 2, 2021 – 5:30 pm Central Time

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. This 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)

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

March 16, 2021 – 6:00 pm Central Time

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. 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. (Link to WebEx registration)

Social Security and Your Retirement

March 23, 2021 – 6:00 pm Central Time

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.

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

March 30, 2021 – 6:00 pm Central Time

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 be 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.

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)

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-3318032.2-1220-0123