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.

Income for Life: Guaranteeing retirement income to last a lifetime

September 14, 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)

How to Weather a Bear Market

September 21, 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)

Rollover Planning

September 28, 2021 – 6:00 pm Central Time

When retiring or starting a new job, understand the options for your existing retirement savings.

Often 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 your new company plan
  • Rolling it over to a personal IRA

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-3665674.1-0721-0823