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Financial Well-Being Seminars

We encourage you to attend our no-obligation, complimentary seminars to get answers to your financial questions and continue your journey toward improved financial well-being.

bear market seminar

Complimentary (Virtual) Seminar

How to Weather a Bear Market
Monday, June 8, 2020
Two Sessions: 10:00 AM PDT -or- 1:00 PM PDT

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 this valuable virtual seminar and you’ll learn the answers to questions like:

  • 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?

Mike WellsSpeaker: Mike Wells, CFP® , CLU® | Regional Vice President

Mike has been with CUNA Mutual Group since 2015. He has a degree in organizational leadership from Azusa Pacific University in California, and holds Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®) designations.

RSVP is required. Space is limited so reserve your virtual seat today.

After registering, you will receive an email with all of the information, downloadable materials, and the link to the virtual seminar.
 

Reserve seat for 10:00 AM »  -OR-  Reserve seat for 1:00 PM »
 


This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are based on 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 MEMBERS 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. Asset allocation and diversification do not guarantee a profit or prevent 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-3013564.1-0320-0422

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