A Successful Retirement Takes Planning
Special Needs Planning
The Basics of Special Needs Planning: We understand that a loved one with special needs can benefit from having financial security. We’ll look at the importance of having the right plan in place for that individual.
Social Security
When Should You Start Receiving Retirement Benefits?: There is not a one size fits all approach to receiving retirement benefits. We’ll discuss how different factors can affect your social security benefits.
Retirement Basics
An Overview of the Retirement Planning Process: We’ll help you think about the answers to some basic questions: What kind of retirement lifestyle do you want? When do you want to retire? How long do you expect retirement to last?
Straight Talk About Women and Investing
Steering Toward Retirement: When it comes to saving for retirement and planning for retirement income, women face a number of unique challenges, which we’ll be discussing in more detail.
College Planning
Saving for a College Education: We'll look at how much college costs today, projected costs for the future, and the building blocks that go into funding a college education. We'll look at different tax-advantaged ways to save for college.
An Introduction to Annuities
Financial Planning Basics
*Consumer Financial Group 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-3129294.1-0620-0722.