Seminars & Events

 

Virtual Seminars Presented by CUNA Mutual Group and Heritage Way

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  • Income for Life: Guaranteeing retirement income to last a lifetime 
  • Reserve your virtual seat: Wednesday, September 15, 2021 at 6:00 PM

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  • 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)? 

    Join us for a virtual session that can help you set your financial direction and answer more of your questions:
  • • 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? 

     



  • How to Weather a Bear Market

  • Reserve your virtual seat: Wednesday, September 22, 2021 at 6:00 PM

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  • 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.

    Attend a valuable virtual seminar, “How to Weather a Bear Market.” 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?
     



  • Rollover Planning

  • Reserve your virtual seat: Wednesday, September 29, 2021 at 6:00 PM

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  • Often when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.

    In this session you will learn the answers to questions, including:
  • • Pros and Cons to leaving your money in the company plan

  • • Possible taxes or penalties we may face when moving money

  • • Options for moving it your new company plan

  • • Rolling it over to a personal IRA
     


 
  • 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.