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Seminars & Events

Presented by CUNA Mutual Group and Heritage Way - Investments, Insurance, and Retirement

  • Understanding Your Rollover Options

    | Heritage Way Investment Insurance and Retirement Seminar
    JUNE 11, 2024

    A retiree works on her laptop from her couch

    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?

  • Rethinking Diversification

    | Heritage Way Investment Insurance and Retirement Seminar
    JUNE 25, 2024

    A retired man drives a golf cart

    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.

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There is no cost and no obligation to attend these virtual seminars; however, space for these sessions is limited, so we urge you to make your reservations by registering for one of the sessions today. Please contact Pam Forte at 802.776.2190 with any questions about a virtual seminar or email her. We look forward to seeing you virtually.