The United Teletech Financial Investment & Retirement Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Our Investment & Retirement Services program*, located at United Teletech Financial FCU, is designed to help you organize your financial affairs and plan for the future.
Through this program, you have access to financial management services and a wide range of products and services at one location.
Comprehensive financial management
Chris Gibardi, CRPC®, AWMA®
To request more information or a no cost, no obligation consultation at the branch most convenient to you contact Chris Gibardi directly.
Gibardi also offers Virtual meetings (RSVP below), as well as in branch consultations. Contact him today to make an appointment.
732-530-8100 ext 3406
CUNA Virtual 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.
Women and Investing
May 3rd 6:30PM EST
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
May 10th 6:00PM EST
You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each option
The 3 Transitions to Retirement
May 17th 6:00PM EST
You’ll find out more about the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions, including:
- How to confidently address the financial, lifestyle and emotional transitions to retirement
- How to guard against risks and manage those that are inevitable
- Whether you are ready for retirement
The Return of Conservative Investing
June 14th 6:00PM EST
You’ll find out more about where to invest your retirement savings and learn about conservative investments. You’ll learn the answers to your Conservative Investing questions, including:
- How can conservative investments help you face today’s economic risks?
- What are the differences between CDs and annuities?
- What are the different types of annuities?
We encourage to use FINRA’s Brokercheck to research the background and experience of financial brokers, advisors, and firms:www.finra.org/brokercheck.
United Teletech Financial Investment & Retirement 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.