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Wealth Advisors Workshops

Check the background of Wealth Advisors investment professionals on FINRA's BrokerCheck.

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Take charge of your future

Wealth Advisors located at Ideal Credit Union* offers educational workshops aimed at providing you with the know-how to take charge of your financial future.

During these no-cost, no-obligation workshops you'll learn about the various factors that contribute to a well rounded financial plan and get answers to the questions that are most important to you and your specific goals.

Upcoming workshops

Wealth Advisors Events

Wealth Advisors located at Ideal Credit Union provides a series of educational events throughout the year. Choose from the topics below to register to attend. We can't wait to help you achieve your goals!

Topic Date & Time Location

Medicare Planning

Register to Attend
Learn More
Thursday, October 14
6:00 PM - 7:00 PM

Webinar via Webex

CUNA MUTUAL GROUP Hosted Events

Wealth Advisors located at Ideal Credit Union are registered representatives of CUNA Brokerage Services, Inc. As part of this relationship, we encourage you to attend one of the webinars hosted by CUNA MUTUAL GROUP below.

Topic Date & Time Location

Rollover Planning

Register to Attend
Tuesday, September 28 at 6PM Central
Webinar via WebEx
These workshops are educational only and are 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.

*Wealth Advisors 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.

FR-3106667.1-0520-0622

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