As a member of Credit Union of Georgia, you can take advantage of FREE events we host throughout the year. From Financial Education Webinars to Cuga Kid’s Club events, we do our best to provide our members with the best resources for financial success!
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Check Back Regularly for More Events!
Questions? Contact us at Marketing@CUofGA.org
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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. *The CU of GA Financial Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. CU of GA Financial Services 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-3163725.1-0720-0822
Learn How To Manage Investment Risk
07.16 @ 6pm EST
Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to risk losing it all
This seminar is presented by Michael Silverstein from TruStageâ„¢.
We’ll help you understand:
- What traditional portfolio diversification is
- How the investment landscape changes
- How you can achieve your goals with minimal risk
- How new annuity options help you rethink diversification
Income for Life
07.30 @ 6pm EST
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?
Join us for this exclusive seminar as leading financial professional Michael Silverstein dives deep into ways to build wealth and income for life. The seminar will include a live Q&A where you can get the answers to your income for life questions.
We’ll explore:
- Sources of retirement income you can rely on
- Retirement risks you face now
- Income strategies you should consider
- How you can use annuities to guarantee income for life
Three Transitions to Retirement
08.13 @ 6pm EST
Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.
We’ll explore how to:
- More confidently address the financial, lifestyle and emotional transitions to retirement
- Guard against risks and manage the inevitable ones
- Gauge when you’re ready for retirement
Understanding Medicare
08.27 @ 6pm EST
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.
We’ll address:
- Key differences between Medicare parts A, B, C and D
- Tips for choosing your coverage
- How to enroll in Medicare
- How to plan your retirement income with health care costs in min
Women and Investing
09.10 @ 6pm EST
There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement?
Join Karen Kuhlmann for a candid conversation on the importance of building your own financial future through investing. Take control of your financial future by learning how to become a successful lifelong investor.
We’ll explore:
- Key investment principles every woman should know
- Important opportunities like asset allocation
- Understanding investor behavior
- Differences between financial products like mutual funds and annuities
Social Security
09.24 @ 6pm EST
Our complimentary seminar can help regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.
Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Michael Silverstein from TruStageâ„¢ Annuities will walk through specifics about Social Security and help you understand:
You’ll learn:
- The rules for starting Social Security benefits
- How spouses coordinate their benefits
- Different things you can do to potentially increase your benefits
- Where Social Security fits into your retirement plans
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Rates effective as of: November 9, 2024
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Social Security
07.02 @ 6pm EST
Our complimentary seminar can help regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.
Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Michael Silverstein from TruStageâ„¢ Annuities will walk through specifics about Social Security and help you understand:
We’ll explore:
REGISTER TODAY