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Investment Planning Webinars

Learn about investing from the comfort of home!


We are pleased to offer the following virtual seminars on a variety of topics from CUNA Mutual. Learn more about each session and register by clicking a link below. Space is limited, so register today!

To learn more about Peach State Investment Services, contact Andy Anderson AIF®, CFS®, LUTCF at 678.592.9694.1

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? Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. Here’s an opportunity to attend a valuable educational virtual seminar on this important topic.

During this session, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn answers to your Social Security questions, including:

  • 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?

Space is limited, so make your reservations today. Feel free to give me a call at 678.592.9694 with any questions about the virtual seminar or contact me by email at Andy.Anderson@cunamutual.com. I look forward to seeing you virtually!

RESERVE YOUR VIRTUAL SEAT!


Andy Anderson, AIF®, CFS®, LUTCF
Financial Services Representative
1505 Lakes Parkway, Suite 100
Lawrenceville, GA 30043
678.592.9694
Andy.Anderson@cunamutual.com

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.
FR-3483095.1-0321-0423
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. All guarantees are based on the claims-paying ability of the issuer. 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. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.
MGA-3055135.1-0420-0522          © 2020 CUNA Mutual Group
 
1 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.
FR-3483095.1-0321-0423

Corporate Office

1505 Lakes Parkway, Suite 100
Lawrenceville, GA 30043
No branch onsite.

Routing Number: 261174759

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All Rights Reserved. This credit union is federally insured by the National Credit Union Administration.
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