Upcoming Virtual Seminars

Introducing our 2020 Virtual Seminars

The 7 17 Retirement & Investment Group* is pleased to announce our 2020 virtual seminars. We will be featuring a variety of speakers on relevant and important topics ranging from investment decisions to transitions into retirement.

The Return of Conservative Investing
July 15, 2020 at 6:00 p.m.

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Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this virtual seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.

Income for Life: Guaranteeing retirement income to last a lifetime
August 12, 2020 at 6:00 p.m.

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You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?

Three Transitions to Retirement: It’s about more than just the money
September 30, 2020 at 6:00 p.m.

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Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.



*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.