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Virtual Financial Educational Workshops

January 13, 2021
Virtual Financial Educational Workshops
MEMBERS Financial Services will be hosting a variety of virtual financial educational workshops!

Helping you reach your financial goals, is our mission! We want to provide you with the resources, tools and education required to carefully develop a plan that specially fits your needs.

Regardless of where you are in life, we are here to help you at any stage in life. 
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. Topics to be covered include: 
  • The important rules of the road for receiving Social Security
  • How conservative investments can 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:


Space is limited, so we urge you to make your reservations today.

If you have any questions about the virtual workshops or would like to get started on a customized plan for you and your family, call one of our experienced professional team members to set up a no-charge, no-obligation consultation.

Phillip Boyd at 915.564.3257 or Phillip.Boyd@cunamutual.com 
Erik Jaime at 575.541.9941 or Erik.Jaime@cunamutual.com 
Joe Reyes at 915-564-3328 or Jose.Reyes@cunamutual.com   

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

The MEMBERS Financial 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.

*MEMBERS Financial 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.

FR-3089519.1-0520-0622

MGA-3216705.1-0820-0922 © 2020 CUNA Mutual Group



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