Wednesday Jun 10, 2020
2:00 PM - 3:00 PM EDT
FREE. Registration Only Event
Wayne Lagasse
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In this virtual session you will learn the answers to questions, including:
Hosted by: Members Financial Services
Sponsored by: Westerly Community Credit Union
Space is limited. Register Today!
Questions about the webex? Email Wayne Lagasse.
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. 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.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CBSI is a registered broker/dealer in all fifty states of the United States of America. The information provided in this seminar is for general purposes only and should not be considered an individualized recommendation or personalized investment advice. Each investor needs to review an investment strategy for his or her own unique situation before making any investment decision. Always consult with an attorney or tax professional regarding your specific legal or tax situation. MGA-3013564.1-0320-0422. ©CUNA Mutual Group.
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1 Chamber Way, Westerly, RI 02891 – (401) 596-7761 – info@oceanchamber.org