IRS Seminar Series

 

 

 

 

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?

Upcoming workshops:  JUNE-SEPT

Social Security July 21st 6PM EST (Link to Register)

Medicare August 4th 6:30PM EST (Link to Register)

How to Weather a Bear Market August 11th 6PM EST (Link to Register)

The Return of Conservative Investing August 18th 6PM EST (Link to Register)

Women & Investing August 24th 6:30PM EST (Link to Register)

The 3 Transitions to Retirement September 1st 6PM EST (Link to Register)

Social Security September 8th 6PM EST (Link to Register)

Income for Life September 15th 6PM EST (Link to Register)

How to Weather a Bear Market September 22nd 6PM EST (Link to Register)

Rollover Planning September 29th 6PM EST (Link to Register)

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Space is limited, so I urge you to make your reservations today. Make sure to call me at 732-530-8100 ext. 3406 or contact me by email at : Chris.Gibardi@cunamutual.com with any questions about the virtual seminars.
 I look forward to seeing you virtually.
Chris Gibardi, CRPC | 205 Hance Ave, Tinton Falls NJ | Investment & Retirement Services located at United Teletech Financial

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

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