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Upcoming Events

Join us for our series of retirement seminars. These informative sessions with the financial advisors allow you to better understand specific topics during the retirement process.

Events are complimentary and open to the public.


Social Security*

Thursday, May 2, 5:30-6:30pm at our Mequon branch (11357 N. Port Washington Road)

Hosted by: Tom Binversie, Financial Advisor, KCU Investment & Retirement Services

Presented by: Mike Mason, Regional Sales Director, MEMBERS Insurance & Investments, CUNA Mutual Group

 Social Security continues to play a critical role in a retirement strategy. Is yours taking full advantage of what Social Security offers? Learn about the basics of Social Security, including when to start taking the benefits. Also, find out how working in retirement affects your Social Security Benefits.

 

How to Weather a Bear Market

Wednesday, May 15, 5:30-6:30pm at our Kohler branch (850 Woodlake Road)

Hosted & Presented by: Tom Binversie, Financial Advisor,  KCU Investment & Retirement Services, and John Frausto, Associate Financial Advisor, KCU Investment & Retirement Services

This seminar introduces bear markets and behavioral finance as you learn the importance of planning ahead or long-term goals. Emotional decision-making, educated decision-making and behavioral finance challenges will be covered in this seminar.

 

Space is limited… to RSVP to either of these events, please call or email: Rhiannon Hinz at 920.783.2312 or rhiannon.hinz@cunamutual.com.


*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.
KCU Investment & Retirement Services Advisors 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-2493563.1-0419-0521

 

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