These complimentary Financial Webinars are aimed at providing you with the necessary information to take charge of your financial future.
During these no-cost, no-obligation workshops, you'll learn about the various factors that contribute to a well rounded financial plan and get answers to the questions that are most important to you and your specific goals.
April 11th - Social Security & Your Retirement | 6 PM
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?
Presented by, Josh Taylor from CUNA Mutual Group.
Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:
- What are the rules for starting your Social Security benefits?
- How do spouses coordinate their benefits?
- Are there different routes to take that could potentially increase your benefits?
- How do you decide where Social Security fits within your retirement plans?
Reserve Your Virtual Seat - 6 PM
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, these entities and Josh Taylor are not affiliated with LPL Financial. 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
CMGA-4769383.1-0622-0724 © CUNA Mutual Group
April 25th - Women and Investing | 6:00 PM
There’s no denying the facts: Women tend to earn less than men 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.
Do you want to become a successful lifelong investor? You can start now, by attending this valuable educational seminar on this important topic, at no cost and no obligation:
Presented by Karen Kuhlmann from CUNA Mutual Group.
The seminar will focus on the importance of taking control of your own 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
Reserve Your Virtual Seat - 6:30 PM
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, these entities and Karen Kulhmann are not affiliated with LPL Financial. 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.
CMGA-4751168.1-0522-0624 © CUNA Mutual Group
Meet the Erie Advisors team!
Whether you're saving for your children's education, planning for your retirement or securing your family's financial future, you can trust Erie Advisors to help you find strategies to address your long-term financial objectives.
Unlike some financial companies, our focus is on investment strategies and service. You can feel confident that you'll receive the same level of personal service you enjoy with the credit union, together with the expertise you need to make sound financial decisions.
- Comprehensive financial guidance
- Retirement planning
- 401(K) rollover education and guidance
- Investment management
- Insurance planning
Dave Garres and Chuck Molloy, Financial Advisors
Click image for more info on Erie Advisors
Please complete the form below to request a complimentary, no obligation consultation. A member of the Erie Advisors team will then contact you to schedule your appointment.
