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Virtual Financial Educational Workshops!

March 23, 2022
Virtual Financial Educational Workshops!

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. You’ll learn the answers to questions, including:

  • The important rules of the road for receiving Social Security.
  • How can conservative investments 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:

Return of Conservative Investing – April 5th at 6:00 PM MDT/7:00 PM CDT (Link to Register)

Social Security – April 19th at 5:30 PM MDT/6:30 PM CDT (Link to Register)

Women & Investing – May 3rd at 6:00 PM MDT/7:00 PM CDT (Link to Register)

Rollover Planning – May 17th at 5:30 PM MDT/6:30 PM CDT (Link to Register)

Medicare – June 14th at 6:00 PM MDT/7:00PM CDT (Link to Register)

Income For Life – June 21st at 5:30 PM MDT/6:30 PM CDT (Link to Register)


The Financial Services Team

FirstLight Insurance Retirement Investment Services

Located at: FirstLight Federal Credit Union

El Paso TX 79924 or Las Cruces NM  88011

Phone: El Paso: 915-562-1172 Ext: 1076 or Las Cruces: 575-526-4401 EXT: 3530


Give us a call with any questions about the virtual workshops. 

Phillip Boyd, Erik Jaime, Abraham Marquez. Financial Advisors

FirstLight Insurance Retirement Investment Services

FirstLight Federal Credit Union

9983 Kenworthy St El Paso TX  79924

 

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

 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.

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

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