Seminars & Events


Virtual Seminars Presented by CUNA Mutual Group and Heritage Way

 
  • How to Weather a Bear Market
    Reserve your virtual seat: Wednesday, May 12, 2021 at 6:00pm
    When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather the next bear market.
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  • During the virtual seminar, you’ll learn the answers to questions, including:

  • What is a bear market?
    How does behavioral finance affect decision-making?
    How do overreaction and bad decisions compromise long-term financial goals?
    • How do I weather a bear market?

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  • The Return of Conservative Investing
    Reserve your virtual seat: Wednesday, May 19, 2021 at 6:00pm
    Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this virtual seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.
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  • In this session you will learn the answers to questions, including:

  • How can conservative investments help you face today’s economic risks?
    What are the differences between CDs and annuities?
    What are the different types of annuities?
    • How do you decide which conservative investment is right for you?

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  • Women and Investing: Steering toward retirement
    Reserve your virtual seat: Tuesday, May 25, 2021 at 6:30pm
    There’s no denying the facts: Women tend to earn less and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men.
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  • The virtual seminar will focus on taking control of your future through investing. You’ll also learn about:

  • Key investment principles every woman should know
    Important opportunities like asset allocation
    Understanding investor behavior
    • Differences between financial products like mutual funds and annuities

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  • Space for these sessions is limited, so we urge you to make your reservations by clicking on one of the sessions today. Please contact our Associate Advisor, Tara Williams, at 802.776.2187 with any questions about the virtual seminar or email her at taraw@hfcuvt.com. We look forward to seeing you virtually.
 
These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are based on 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. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.
Heritage Way
Manage all of your investment options through Heritage Way. Organize your finances and plan for the future with the many tools available through Heritage Way. Calculate what you may be worth when you retire, learn about investing in the Education Center or contact your Heritage Way representative.
Locations
Whatever your financial needs, day or night, you have access to your account information to help you meet your demanding lifestyle. From our branches, apps and call center we are here in Vermont and New Hampshire to serve you wherever you are.