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


Thoughtful investor in suit making notes

How to Weather a Bear Market - June 11

How to Weather a Bear Market

When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather the next bear market.

Participants will learn the answers to the questions, including:

  • What is a bear market?
  • How does behavioral finance affect decision-making?
  • How do overreaction and bad decisions compromise long-term financial goals?
  • How do I weather a bear market?

BrightStar Investment Services Logo
  • When:
    June 11, 2020

  • Time:
    11:00 am EDT

Reserve your Virtual Seat
  • When:
    June 11, 2020

  • Time:
    2:00 pm EDT

     

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


Portrait Of Senior Couple In Park

Social Security and Your Retirement - May 11

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:
    May 11, 2020

  • Time:
    10:00 am EST

Reserve your Virtual Seat
  • When:
    May 11, 2020

  • Time:
    12:00 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


Smiling Senior Couple Sitting On Sofa At Home Together

The Return of Conservative Investing - April 20

The Return of Conservative Investing

Brightstar Credit Union and the BrightStar Investment Services Advisor, Mr. Jim McGary, invite you to our first Virtual Educational Seminar. 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.

Participants will learn:

• How can conservative investments help you face today’s economic risks?

• What are the differences between CDs and annuities?

• What are the different types of annuities?

• How do you decide which conservative investment is right for you?

BrightStar Investment Services Logo
  • When:
    April 20, 2020
  • Time:
    10:00 am EST

Reserve your Virtual Seat
  • When:
    April 20, 2020
  • Time:
    1:00 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