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Seminar Series

Join us for our series of investment and retirement seminars. Events are complimentary and open to the public. Reservations are needed.

Social Security & Your Retirement**

December 1, 2020 at 6:00pm

During the virtual seminar, you will 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 for Dec 1st 6pm

Income for Life

December 8, 2020 at noon & 6:00pm

An important part of the retirement roadmap is ensuring you have a steady stream of income. This informational seminar can help set your financial direction and answer your questions.

Reserve your virtual seat for Dec 8th Noon   Reserve your virtual seat for Dec 8th 6pm

Women & Investing

December 9, 2020 at 5:30pm

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.

The 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 for Dec 9th 5:30pm

*KCU Investment & Retirement Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.FR-2698221.1-0819-0921

**Representatives are not tax advisors or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific SSA benefits, please contact the SSA office in your area.