Free Financial Webinars

Free Financial Webinars

Join an upcoming free webinar from the comfort of your home or office, where a variety of topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan.

Attend as many virtual webinars as you like.

Rollover Planning: December 3, 2024 at 6:00 EST Reserve your virtual seat now!

• Learn about the four major options for retirement plan balances when changing jobs, pros and cons of each option, how a rollover works, and more.

Women and Investing: December 12, 2024 at 6:00 Reserve your virtual seat now!

• Learn the key investment principles every woman should know, important opportunities like asset allocation, understanding investor behavior and the differences between financial products like mutual funds and annuities. 

These workshop are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company a mutual insurance holding company, its subsidiaries and affiliates, these entities and [speaker name] are not affiliated with LPL Financial. 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

Securities sold, advisory services offered through LPL FINANCIAL SERVICES(LPL), member FINRA/SIPC, a registered broker/dealer and investment advisor.  LPL FINANCIAL SERVICES. is a registered broker dealer in all fifty states of the United States of America.  LPL is under contract with the financial institution to make securities available to members.  Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee.  Not a deposit of any financial institution.