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DTSTART;TZID=America/Halifax:20260526T180000
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UID:12807-1779818400-1779822000@callfederal.org
SUMMARY:Rethinking Diversification | 5.26.26
DESCRIPTION:In today’s volatile market\, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily\, there are new ways to manage investment risk. \nHere’s an opportunity to attend a valuable educational seminar on this important topic\, at no cost and no obligation: \nPresented by Paul Villanova from TruStage (via Zoom)\nYou’ll find out more how retirement savers are facing new challenges\, and the new ways to manage investment risk. You’ll learn the answers to your investment questions\, including: \n\nWhat is traditional portfolio diversification?\nHow has the investment landscape changes?\nHow can you achieve your goals with the least amount of risk?\nHow can new annuity options help you rethink diversification?\n\nRegister for Rethinking Diversification (5/26)\n  \n  \n\nThis workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs\, contact a financial advisor. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Fixed and Variable annuities are suitable for long-term investing\, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value. TruStageTM 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\, 2000 Heritage Way\, Waverly\, IA\, 50677. 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.\n\n*Securities and advisory services are offered through the LPL Financial (LPL)\, a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates.  Call Federal Investments and Retirement are not registered as a broker-dealer or investment advisor.  Registered representatives of LPL offer products and services using Call Federal Investments and Retirement\, and may also be employees of Call Federal Credit Union.  These products and services are being offered through LPL or its affiliates\, which are separate entities from\, and not affiliates of\, Call Federal or Call Federal Investments and Retirement.  Securities and insurance offered through LPL or its affiliates are:  Not insured by NCUA or Any Other Government Agency\, Not Credit Union Guaranteed\, Not Credit Union Deposits or Obligations\, May Lose Value
URL:https://callfederal.org/event/rethinking-diversification-5-26-26/
LOCATION:Virtual
CATEGORIES:Financial Workshops
ATTACH;FMTTYPE=image/jpeg:https://callfederal.org/files/Income-for-Life.jpg
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DTSTART;TZID=America/Halifax:20260623T180000
DTEND;TZID=America/Halifax:20260623T190000
DTSTAMP:20260420T191015
CREATED:20260410T190720Z
LAST-MODIFIED:20260410T190720Z
UID:12813-1782237600-1782241200@callfederal.org
SUMMARY:Understanding Medicare | 6.23.26
DESCRIPTION:Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process. \nHere’s an opportunity to attend a valuable educational seminar on this important topic\, at no cost and no obligation: \nPresented by Paul Villanova from TruStage (via Zoom)\nThis session will answer your Medicare questions and help you understand: \n\nKey differences between Medicare parts A\, B\, C and D\nTips for choosing your coverage\nHow to enroll in Medicare\nHow to plan your retirement income with health care costs in mind\n\nRegister for Understanding Medicare (6/23)\n\nThis workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs\, contact a financial advisor. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Fixed and Variable annuities are suitable for long-term investing\, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value. TruStageTM 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\, 2000 Heritage Way\, Waverly\, IA\, 50677. 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.\n\n*Securities and advisory services are offered through the LPL Financial (LPL)\, a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates.  Call Federal Investments and Retirement are not registered as a broker-dealer or investment advisor.  Registered representatives of LPL offer products and services using Call Federal Investments and Retirement\, and may also be employees of Call Federal Credit Union.  These products and services are being offered through LPL or its affiliates\, which are separate entities from\, and not affiliates of\, Call Federal or Call Federal Investments and Retirement.  Securities and insurance offered through LPL or its affiliates are:  Not insured by NCUA or Any Other Government Agency\, Not Credit Union Guaranteed\, Not Credit Union Deposits or Obligations\, May Lose Value
URL:https://callfederal.org/event/understanding-medicare-6-23-26/
LOCATION:Virtual
CATEGORIES:Financial Workshops
ATTACH;FMTTYPE=image/jpeg:https://callfederal.org/files/Rethinking-Diversification.jpg
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