Investment Diversification Virtual Seminar – Monday, September 9, 2025 at 6:00PM

Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to face additional risks.

Find out new ways of managing your investment risk with the Investment Diversification seminar on 09/08/2025 at 6:00 PM via ZOOM.

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:
Investment Diversification
6:00 PM EST on September 9th at ZOOM
Presented by Travis Stanley from TruStage™ Annuities

Travis Stanley from TruStage™ Annuities will assist you in understanding the following:

What traditional portfolio diversification is
How the investment landscape changes
How you can pursue your goals while mitigating risk
How new annuity options help you rethink diversification

Click to Register

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 Holland.R@lpl.com with any questions.

Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

Travis Stanley and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or CorePlus Wealth Management.

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During this presentation, annuities will be discussed. 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. Withdrawals made prior to age 59½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.

TruStage^™ 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, 2000 Heritage Way, Waverly, IA, 50677. 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.