Category: Seminars

Rethinking Diversification Virtual Seminar – Tuesday, December 19, 2023 at 6:00PM

Post author By Eric Blackburn
Post date September 28, 2023

Rethinking Diversification Virtual Seminar - Tuesday, December 19, 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 December 19th 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 – Thursday, December 7, 2023 at 6:00PM

Post author By Eric Blackburn
Post date September 28, 2023

Understanding Your Rollover Options Virtual Seminar - Thursday, December 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 December 7th 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

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-5275177.1-1222-0125 © CUNA Mutual Group

Announcements Financial Planning & Retirement News Seminars

Three Transitions to Retirement Virtual Seminar – Wednesday, November 15, 2023 at 6:00PM

Post author By Eric Blackburn
Post date September 8, 2023

Three Transitions to Retirement Virtual Seminar - Wednesday, November 15, 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 November 15th 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

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

Rethinking Diversification Virtual Seminar - Tuesday, December 19, 2023 at 6:00PM

Understanding Your Rollover Options Virtual Seminar - Thursday, December 7, 2023 at 6:00PM

Three Transitions to Retirement Virtual Seminar - Wednesday, November 15, 2023 at 6:00PM

CorePlus Wealth Management - Keith Noyes Introduction

PLEASE READ CAREFULLY BEFORE YOU APPLY.

PLEASE READ CAREFULLY
BEFORE YOU APPLY.