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Announcements Financial Planning & Retirement News Seminars

Home Buyers Seminar – Tuesday, March 30 at 6pm and Saturday, April 3 at 9am

Home Buyers Seminar – Tuesday, March 30 at 6pm and Saturday, April 3 at 9am

Mortgage rates are at a historic low! Kick-start the home loan process by attending our FREE online Zoom seminar! Learn all the basics of buying a home and the home loan process from CPCU’s Home Loan Specialist, Susan Dombrowski. Questions are welcomed! The seminar will last one hour. If you have attended this seminar before, you are welcome to join us again. Each session is tailored to the participants so you can learn something new every time.

To register email Elizabeth Zachow [email protected] with the date and time most convenient for you. The seminar will take place through Zoom and attendees will be emailed a secure link after registering.

Susan Dombrowski

Home Loan Specialist

NMLS #1835648

Categories
Announcements News

Shred Day

Our next Shred Day is:
Saturday, April 10
9 AM to 12 PM
Location:
67 Lathrop Road,
Plainfield, CT

 

During this event, we will be accepting non-perishable food donations for Project PIN.

 

To keep our employees safe, we ask that you stay in your car at all

times. Please open your trunk when you arrive and an Infoshred

employee will remove the documents to be shredded.

You will also be entered for a chance to win a FREE Personal Shredder!

On-Site Shredding, or Mobile Destruction, is for people who prefer their

material be shredded prior to being removed from their facility.

Infoshred is the only vendor in New England to be certified by NAID for

secure On-site Document Destruction. Infoshred offers confidential

document shredding in Connecticut, Massachusetts,

and Rhode Island.

Categories
Announcements Financial Planning & Retirement News Seminars

Three Transitions to Retirement Virtual Seminar – Wednesday, March 17 at 6PM

Three Transitions to Retirement: It’s about more than just the money

Virtual Seminar Wednesday, March 17 at 6PM

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

During this session, you’ll learn:

Ø  How to confidently address the financial, lifestyle and emotional transitions to retirement

Ø  How to guard against risks and manage those that are inevitable

Ø  Whether you are ready for retirement

 

You are welcome to bring a guest, but space is limited so please make your reservations today. Contact your CorePlus Wealth Management representative, Holland Rajaniemi at (860) 885-3680, or email at [email protected] with any questions.

 

Click here to reserve your place at this upcoming seminar.

 

Holland Rajaniemi

CorePlus Wealth Management Advisor

CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

 

If you do not wish to receive marketing-related material from CUNA Mutual Group at this email address, please send a reply message to this email with “remove” in the subject line. The sender will contact you to ensure we comply with your wishes.

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 backed by 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.

Financial advisors are not tax experts. For information regarding your specific tax situation, please consult a tax professional. 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-1875464(CM).2-0319-0421                                                                                                                               © 2019 CUNA Mutual Group