coulple with their child at her new home

Buying a Home in Today’s Market – Dec 9

Buying a Home in Today’s Market

Learn More

This presentation discusses the the current home market and how to ensure success when looking to buy or sell your home.

  • When:
    Wed, December 9, 2020

  • Where:
    Online via Zoom

  • The seminar starts from 6:00 PM – 7:00 PM EST

coulple with their child at her new home

Homebuying 101 – Dec 2

Homebuying 101

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This presentation covers the basics of the homebuying process and gets you best prepared to find your dream home.

  • When:
    Wed, December 2, 2020

  • Where:
    Online via Zoom

  • The seminar starts from 6:00 PM – 7:00 PM EST

Business owner with his partner pointing to a sticky note.

Business Fundamentals: Starting a Business During COVID-19

Business Fundamentals:
Starting a Business During COVID-19

You can kickstart your business today!

Learn More

You're invited to join our virtual seminar on how to successfully start a business even with COVID-19 standing in the way. Our Business Development Manager, David Mateo, will be covering the following topics:

  • Products and services to help your business.
  • How to start a business during COVID-19.
  • Understanding the importance of cash flow and leverage in your business.
  • How to register your business name.
  • How to weather the storm should there be another shutdown.
  • Understand how debt or leverage can be an asset to your business.
  • Learn about your industry and understand the key players.

  • When:
    Thu, November 19th, 2020

  • Where:
    Online via Zoom

  • The seminar starts from 6:00 PM – 7:00 PM EST


stressed man is thinking, wallpaper

Tools for Tackling Stress - Oct 13

Tools for Tackling Stress

Presented by: Behavioral Health Specialist, Debra Futterman

Learn More

Learn how to cope with stress during troubling times

The process of stress management is one of the keys to a happy and successful life in modern society, according to Wikipedia.

This program will help you begin to build a toolbox of positive self-care routines that can immediately decrease stress and increase personal well-being.

  • When:
    Tue, October 13th, 2020

  • Where:
    Online via Zoom

  • The seminar starts from 6:00 PM – 7:00 PM EST


Car Buying 101 – Tricks of the Trade - Oct 7

Car Buying 101 – Tricks of the Trade

Special Guest speaker, Mr. Bill Goldberg, Founder of Auto Advisors

Learn More

Learn insider information about the car buying experience:

• How to get more for your Trade-in
• Internet Car Buying Pitfalls
• Dealership profit areas
• Extras add up
• Dealer financing vs. your Credit Union
• Plus more industry info you didn’t know
  • When:
    Wed, October 7, 2020
  • Where:
    Online via Zoom

  • The seminar starts from 6:00 PM – 7:00 PM EST

His heart beats only for her

Three Transitions to Retirement - Sept 1

Three Transitions to Retirement

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.

During this session, you’ll learn:

• How to confidently address the financial, lifestyle and emotional transitions to retirement

• How to guard against risks and manage those that are inevitable

• Whether you are ready for retirement

  • When:
    Sept 1, 2020

  • Time:
    06:00 pm EST

Reserve your Virtual Seat
BrightStar Investment Services Logo

Space is limited, please make your reservations today.

Give me a call at (954) 497-4182 with any questions about the virtual seminar, or contact me by email at jim.mcgary@cunamutual.com.  I look forward to seeing you virtually.

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. There are distinct differences between annuities and certificates of deposit. Most certificates of deposit are short-term investments. Some of the products featured in this workshop are annuities and are sold by prospectus. Annuities are long-term insurance products designed for retirement purposes.

Many registered annuities offer four main features: (1) a selection of investment options, (2) tax-deferred earnings accumulation, (3) guaranteed lifetime payout options, and (4) death benefit options. Before investing, you should consider the annuity’s investment objectives, risks, charges and expenses. The prospectus contains this and other information. Please read it carefully. To obtain a prospectus, contact your advisor, log onto membersproducts.com or call 888.888.3940.

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.

*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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.

Related Seminars


Happy business woman working together online on a tablet.

Women And Investing - Aug 18

Women And Investing

There’s no denying the facts: Women tend to earn less and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men.

The virtual seminar will focus on taking control of your future through investing. You’ll also learn about:

• Key investment principles every woman should know

• Important opportunities like asset allocation

• Understanding investor behavior

• Differences between financial products like mutual funds and annuities

  • When:
    Aug 18, 2020

  • Time:
    06:00 pm EST

Reserve your Virtual Seat
BrightStar Investment Services Logo

Space is limited, please make your reservations today.

Give me a call at (954) 497-4182 with any questions about the virtual seminar, or contact me by email at jim.mcgary@cunamutual.com.  I look forward to seeing you virtually.

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. There are distinct differences between annuities and certificates of deposit. Most certificates of deposit are short-term investments. Some of the products featured in this workshop are annuities and are sold by prospectus. Annuities are long-term insurance products designed for retirement purposes.

Many registered annuities offer four main features: (1) a selection of investment options, (2) tax-deferred earnings accumulation, (3) guaranteed lifetime payout options, and (4) death benefit options. Before investing, you should consider the annuity’s investment objectives, risks, charges and expenses. The prospectus contains this and other information. Please read it carefully. To obtain a prospectus, contact your advisor, log onto membersproducts.com or call 888.888.3940.

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.

*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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.

Related Seminars


Smiling happy elderly couple in love outdoor

Social Security and & Retirement - Aug 4

Social Security and Your Retirement

During the virtual seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future.

Participants will learn the answers to your Social Security questions, including:

• What are the rules for starting your Social Security benefits?

• How do spouses coordinate their benefits?

• Are there different routes to take that could potentially increase your benefits?

• How do you decide where Social Security fits within your retirement plans?

BrightStar Investment Services Logo
  • When:
    Aug 4, 2020

  • Time:
    06:00 pm EST

Reserve your Virtual Seat

Space is limited, please make your reservations today.

Give me a call at (954) 497-4182 with any questions about the virtual seminar, or contact me by email at jim.mcgary@cunamutual.com.  I look forward to seeing you virtually.

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. There are distinct differences between annuities and certificates of deposit. Most certificates of deposit are short-term investments. Some of the products featured in this workshop are annuities and are sold by prospectus. Annuities are long-term insurance products designed for retirement purposes.

Many registered annuities offer four main features: (1) a selection of investment options, (2) tax-deferred earnings accumulation, (3) guaranteed lifetime payout options, and (4) death benefit options. Before investing, you should consider the annuity’s investment objectives, risks, charges and expenses. The prospectus contains this and other information. Please read it carefully. To obtain a prospectus, contact your advisor, log onto membersproducts.com or call 888.888.3940.

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.

*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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.

Related Seminars


Man is checking his credit report online - Image

Understanding Credit - July 9

Understanding Credit

Your Score in a Changing World

Learn More

BrightStar Seminars

This presentation covers the basics of how one’s credit score is compiled, who looks at your scores, what the credit bureaus look for, how to fix certain mistakes and other miscellaneous facts concerning loans and how to get the best rates.  The presenter will discuss how a person without any previous credit history can start building credit without going into debt. 
  • When:
    Thu, July 9, 2020

  • Where:
    Online Event

  • The seminar starts from 6:00 PM – 7:00 PM EDT

Related Seminars


Man is checking his credit report online - Image

Understanding Credit - July 7

Understanding Credit

Your Score in a Changing World

Learn More

BrightStar Seminars

This presentation covers the basics of how one’s credit score is compiled, who looks at your scores, what the credit bureaus look for, how to fix certain mistakes and other miscellaneous facts concerning loans and how to get the best rates.  The presenter will discuss how a person without any previous credit history can start building credit without going into debt. 
  • When:
    Tue, July 7, 2020
  • Where:
    Online Event

  • The seminar starts from 12:00 PM – 1:00 PM EDT

Related Seminars