Rethinking Diversification image

In today’s volatile market, retirement savers face new challenges. But there are also new ways to manage investment risk. Join us for an informational seminar and learn how to go beyond traditional portfolio diversification to help achieve your retirement goals.

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

Rethinking Diversification

February 21 at 6:00 pm at United Financial CU: 4685 State St. Saginaw, MI 48603

This session will help you think about your retirement savings plan, and learn answers to questions like:

  • What is traditional portfolio diversification?
  • How has the investment landscape changed?
  • How can you achieve your goals with the least amount of risk?
  • How can new annuity options help you rethink diversification?

Click here to reserve your place at this upcoming seminar.

You are welcome to bring a guest, but space is limited so please make your reservations today. And give me a call at 777.3620 ext. 4203 with any questions about the seminar, or contact me by email at wealth@unitedfinancialcu.org. I look forward to seeing you there!

 

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. All guarantees are backed by the claims-paying ability of the issuer. MEMBERS Insurance & Investments and MEMBERS are marketing names for the products, services and programs offered by CMFG Life Insurance Company (CMFG Life), MEMBERS Life Insurance Company (MEMBERS Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution
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.
MGA-1803476.1-0517-0619                                                     © CUNA Mutual Group 2017