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:  MAY- JUNE

 
1) How to Weather a Bear Market
 May 12th at 6:00PM EST (Link to Register
 
2) The Return of Conservative Investing  
 May 19th at 6:00PM EST (Link to Register
 
3) Women & Investing 
 May 25th at 6:30PM EST (Link to Register
 
4) The 3 Transitions to Retirement
 June 2nd at 6:30PM EST (Link to Register
 
5) Social Security
 June 9th at 6:00PM EST (Link to Register
 
6) Income for Life
 June 16th at 6:00PM EST (Link to Register
 
7) How to Weather a Bear Market
 June 23rd at 6:00PM EST (Link to Register
 
8) Rollover Planning
 June 30th at 6:00PM 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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