Introducing our 2020 Seminar Series
The 7 17 Retirement & Investment Group* is pleased to announce our 2020 Seminar Series. We will be featuring a variety of speakers on relevant and important topics ranging from investment decisions to transitions into retirement.
Or call our RSVP Line: 330-372-8040
Women & Investing:
Steering Toward Retirement
September 17, 2020 at 6:30 p.m.
LOCATION - DiLucia's Banquet Room
2610 Elm Rd NE, Warren, OH 44483
If you are interested in learning how to become a successful lifelong investor, this informational seminar can help you reach your retirement goals. This seminar will help you learn to be a careful, competent, disciplined long-term investor, and can help you attain the financial security you seek for yourself and those you are close to. We will focus on key investment principles, opportunities such as asset allocation, understanding investor behavior, and different financial products such as mutual funds and annuities.
How to Weather a Bear Market:
Understanding the Emotions of Investing
October 22, 2020 at 6:30 p.m.
LOCATION - Courtyard by Marriott
4173 Westford Pl, Canfield, OH 44406
What is a bear market, and how do you ride it out? This seminar covers how behavioral finance affects decision-making, why overreaction to a market change compromises long-term financial goals, and how you can prepare now to weather a bear market. At this seminar, we will explain bear markets and their recent history. We will also discuss three keys to help you weather a bear market.
Doors will open 15 minutes before the seminar. Contact us today at (330) 372-8040 to register for these no-cost seminars.
*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.
**Representatives are not tax advisors or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific SSA benefits options, please contact the SSA office in your area.