Category: Seminars

Rethinking Diversification Virtual Seminar – Tuesday, June 27, 2023 at 6:00PM

Post author By Eric Blackburn
Post date March 30, 2023

Rethinking Diversification Virtual Seminar - Tuesday, June 27, 2023 at 6:00PM

In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.

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

Rethinking Diversification
6:00 PM EST on 6/27 at Virtually
Presented by Travis Stanley from CUNA Mutual Group

You’ll find out more how retirement savers are facing new challenges, and the new ways to manage investment risk. You’ll learn the answers to your investment questions, including:

What is traditional portfolio diversification?
How has the investment landscape changed?
How can you achieve your goals with the least amount of risk?
How can new annuity options help you rethink diversification?

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.

Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims-paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.

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, these entities and Travis Stanley 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

CMGA-1803467.6-1220-0123 © CUNA Mutual Group

Announcements Financial Planning & Retirement News Seminars

Understanding Your Rollover Options Virtual Seminar – Wednesday, June 7, 2023 at 6:00PM

Post author By Eric Blackburn
Post date March 30, 2023

Understanding Your Rollover Options Virtual Seminar - Wednesday, June 7, 2023 at 6:00PM

Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer? What are your options, and how can your decision impact your long-term retirement savings?

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

Understanding Your Rollover Options
6:00 PM EST on 6/7 at ZOOM (Virtual)
Presented by Travis Stanley from CUNA Mutual Group

You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:

Four major options for retirement plan balances when changing jobs
Pros and cons of each option
How a Rollover works
And more

202 Salem Turnpike
Norwich, CT, 06360

All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers

CMGA-3487222.1-0321-0423 © CUNA Mutual Group

Announcements Financial Planning & Retirement News Seminars

CorePlus Wealth Management – Keith Noyes Introduction

Post author By Eric Blackburn
Post date March 22, 2023

CorePlus Wealth Management - Keith Noyes Introduction

Dear client,

We are excited to share some great news. Keith Noyes has joined our team as Sales Coordinator, bringing a fresh perspective to CorePlus Wealth Management. In this position he will support Holland, our financial advisor, and looks forward to helping all of you. We wanted to expand our team to provide the best service possible for you, and are thrilled that Keith joined as he will be a great fit for our team.

To help you get to know Keith, here’s a quick glimpse into his background. Keith joined CorePlus Credit Union as a Credit Union Professional where he experienced multiple aspects of the banking industry as well as meeting CPCU’s wonderful members. Keith holds a B.B.A. in Finance from Radford University. During his time at Radford University, he became the President of a student-run portfolio where he was instrumental in growing the portfolio to over two million dollars. Keith is a first generation high school and college graduate and his goal is to help others gain financial literacy & independence. Besides his passion for finance, Keith is a skilled gamer who specializes in strategic games. Keith looks forward to meeting with you and helping you reach your financial goals.

Keith is excited to join us and committed to providing you with the best possible service. If you’d like to welcome Keith directly, his email is [email protected].

All of us at CorePlus Wealth Management look forward to serving you.

Best regards,

Financial Advisor

The CorePlus Wealth Management Services at CorePlus is staffed by Holland Rajaniemi, who can help you map out a personal financial management program.

To set a no-cost, no-obligation appointment, call Holland Rajaniemi at (860) 885-3680, or email at [email protected].

Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

Announcements Financial Planning & Retirement News Seminars

Three Transitions to Retirement Virtual Seminar – Tuesday, May 23, 2023 at 6:00PM

Post author By Eric Blackburn
Post date March 6, 2023

Three Transitions to Retirement Virtual Seminar - Tuesday, May 23, 2023 at 6:00PM

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:

Three Transitions to Retirement
6:00 PM EST on May 23rd at ZOOM
Presented by Travis Stanley from CUNA Mutual Group

You’ll find out more about the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions, including:

How to confidently address the financial, lifestyle and emotional transitions to retirement
How to guard against risks and manage those that are inevitable
Whether you are ready for retirement

202 Salem Turnpike
Norwich, CT, 06360

All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers

CMGA-4751587.1-0522-0624 © CUNA Mutual Group

Announcements Financial Planning & Retirement News Seminars

Income for Life Virtual Seminar – Tuesday, May 2, 2023 at 6:00PM

Post author By Eric Blackburn
Post date March 6, 2023

Income for Life Virtual Seminar - Tuesday, May 2, 2023 at 6:00PM

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead.

Will Social Security be enough?

What about your 401(k)?

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

Income for Life
6:00 PM EST on May 2nd at ZOOM
Presented by Travis Stanley from CUNA Mutual Group

You’ll find out more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:

What sources of retirement income will you rely on?
What retirement risks do you face now that you’re drawing on their savings?
Which income strategies should you consider?
How can you use annuities to guarantee income for life?

202 Salem Turnpike
Norwich, CT, 06360

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; these entities and Travis Stanley 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

Announcements Financial Planning & Retirement News Seminars

Understanding Medicare Virtual Seminar – Monday, April 17, 2023 at 6:30PM

Post author By Eric Blackburn
Post date March 6, 2023

Understanding Medicare Virtual Seminar - Monday, April 17, 2023 at 6:30PM

Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is one more step in an already confusing process.

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

Understanding Medicare
6:30 PM EST on April 17th at ZOOM
Presented by Mike Mason and Travis Stanley from CUNA Mutual Group

You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including:

Medicare basics and the differences between Parts A, B, C and D
Tips for choosing your coverage and enrolling in Medicare
How to consider health care costs when planning your retirement income

202 Salem Turnpike
Norwich, CT, 06360

All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers

Announcements Financial Planning & Retirement News Seminars

Social Security and Your Retirement Virtual Seminar – Wednesday, April 5, 2023 at 6:00PM

Post author By Eric Blackburn
Post date March 6, 2023

Social Security and Your Retirement Virtual Seminar - Wednesday, April 5, 2023 at 6:00PM

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead.

But do you know the rules of the road when it comes to Social Security?

Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider.

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

Social Security and Your Retirement
6:00 PM EST on April 5th at ZOOM
Presented by Travis Stanley from CUNA Mutual Group

You’ll 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?

202 Salem Turnpike
Norwich, CT, 06360

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, these entities and Travis Stanley 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

CMGA-4769383.1-0622-0724                                                                                    © CUNA Mutual Group

Rethinking Diversification Virtual Seminar - Tuesday, June 27, 2023 at 6:00PM

Understanding Your Rollover Options Virtual Seminar - Wednesday, June 7, 2023 at 6:00PM

CorePlus Wealth Management - Keith Noyes Introduction

Three Transitions to Retirement Virtual Seminar - Tuesday, May 23, 2023 at 6:00PM

Income for Life Virtual Seminar - Tuesday, May 2, 2023 at 6:00PM

Understanding Medicare Virtual Seminar - Monday, April 17, 2023 at 6:30PM

Social Security and Your Retirement Virtual Seminar - Wednesday, April 5, 2023 at 6:00PM

PLEASE READ CAREFULLY BEFORE YOU APPLY.

PLEASE READ CAREFULLY
BEFORE YOU APPLY.