Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.
Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:
- The important rules of the road for receiving Social Security.
- How can conservative investments help you face today’s economic risks?
- What sources of income should you draw from and when?
- How to use annuities to guarantee income for life.
- How does behavioral finance affect investment decision-making?
|Return of Conservative Investing – January 11th at 6:00PM PST/7:00PM MST (Link to Register)|
|Social Security – January 25th at 6:00PM PST/7:00PM MST (Link to Register)|
|Income For Life – February 8th at 6:00PM PST/7:00PM MST (Link to Register)|
|Women & Investing – February 22nd at 6:00PM PST/7:00PM MST (Link to Register)|
|Rollover Planning – March 8th at 6:00PM PST/7:00PM MST (Link to Register)|
|Three Transitions to Retirement – March 22nd at 6:00PM PST/7:00PM MST (Link to Register)|
Space is limited, so I urge you to make your reservations today. Give me a call at 505-455-5461 or contact me by email at [email protected] with any questions about the virtual workshops.
Scott Covey, Financial Advisor
Del Norte Investment Services Located at: Del Norte Credit Union
604 W. San Mateo Rd
Santa Fe, NM 87505
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. 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
*Del Norte Investment Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
MGA-3216705.1-0820-0922 © 2020 CUNA Mutual Group