Rethinking Diversification

Rethinking Diversification
Join us for a no cost educational seminar on retirement planning

Rethinking diversity image

Wednesday, November 28

5:30 PM

Tinton Falls Branch

205 Hance Ave, Tinton Falls, NJ 07724

Guest speaker Travis Stanley, CUNA Mutual will cover important topics about retirement planning and strategies for setting your financial direction.

  • What traditional portfolio diversification is, and why it doesn't always work
  • About "comfort zones" and risk control accounts*
  • The difference between buffers and zones*
  • How annuities with risk control can increase chances for greater returns*

 

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*The advisor is also an insurance agent and some of the products sold are annuities and insurance contracts

Representatives are not tax advisers or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific SSA benefits questions, please contact the SSA office in your area

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. 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.

#FR-2288987.1-1018-1120

 

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