Tools for Tackling Stress - Oct 13
Presented by: Behavioral Health Specialist, Debra FuttermanTools for Tackling Stress
Learn how to cope with stress during troubling times
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
Special Guest speaker, Mr. Bill Goldberg, Founder of Auto AdvisorsCar Buying 101 – Tricks of the Trade
Learn insider information about the car buying experience:
• 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
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:
• 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
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
Take advantage of tax-savvy investing techniques – Mar 29
March 31, 2022
Divisional Vice President Nilsa Roberts of AIG will discuss tax-savvy investing and how it can help you understand ways to defer or even eliminate taxes...
Prioritizing Health to Boost your Career – Mar 31
March 8, 2022
A healthy lifestyle will skyrocket your professional success and help you reach your goals.
Make memories today and still leave a legacy for those you love – Jan 27
January 11, 2022
You’ve worked hard over your lifetime to achieve financial stability. Learn how you can protect your money and those you love.
Long Term Care – Nov 10
October 28, 2021
Michael Cardona presents Long Term Care: Perceptions, realities and steps you can take to prepare - Wednesday, November 10, 2021 - Find event and ticket information.
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 guard against risks and manage those that are inevitable
• Whether you are ready for retirement
- When:
Sept 1, 2020 - Time:
06:00 pm EST
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
Take advantage of tax-savvy investing techniques – Mar 29
March 31, 2022
Divisional Vice President Nilsa Roberts of AIG will discuss tax-savvy investing and how it can help you understand ways to defer or even eliminate taxes...
Prioritizing Health to Boost your Career – Mar 31
March 8, 2022
A healthy lifestyle will skyrocket your professional success and help you reach your goals.
Make memories today and still leave a legacy for those you love – Jan 27
January 11, 2022
You’ve worked hard over your lifetime to achieve financial stability. Learn how you can protect your money and those you love.
Long Term Care – Nov 10
October 28, 2021
Michael Cardona presents Long Term Care: Perceptions, realities and steps you can take to prepare - Wednesday, November 10, 2021 - Find event and ticket information.
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:
• 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?
- When:
Aug 4, 2020 - Time:
06:00 pm EST
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
Take advantage of tax-savvy investing techniques – Mar 29
March 31, 2022
Divisional Vice President Nilsa Roberts of AIG will discuss tax-savvy investing and how it can help you understand ways to defer or even eliminate taxes...
Prioritizing Health to Boost your Career – Mar 31
March 8, 2022
A healthy lifestyle will skyrocket your professional success and help you reach your goals.
Make memories today and still leave a legacy for those you love – Jan 27
January 11, 2022
You’ve worked hard over your lifetime to achieve financial stability. Learn how you can protect your money and those you love.
Long Term Care – Nov 10
October 28, 2021
Michael Cardona presents Long Term Care: Perceptions, realities and steps you can take to prepare - Wednesday, November 10, 2021 - Find event and ticket information.
Understanding Credit - July 9
Your Score in a Changing WorldUnderstanding Credit
BrightStar Seminars
- When:
Thu, July 9, 2020 - Where:
Online Event - The seminar starts from 6:00 PM – 7:00 PM EDT
Related Seminars
Take advantage of tax-savvy investing techniques – Mar 29
March 31, 2022
Divisional Vice President Nilsa Roberts of AIG will discuss tax-savvy investing and how it can help you understand ways to defer or even eliminate taxes...
Prioritizing Health to Boost your Career – Mar 31
March 8, 2022
A healthy lifestyle will skyrocket your professional success and help you reach your goals.
Make memories today and still leave a legacy for those you love – Jan 27
January 11, 2022
You’ve worked hard over your lifetime to achieve financial stability. Learn how you can protect your money and those you love.
Long Term Care – Nov 10
October 28, 2021
Michael Cardona presents Long Term Care: Perceptions, realities and steps you can take to prepare - Wednesday, November 10, 2021 - Find event and ticket information.
Understanding Credit - July 7
Your Score in a Changing WorldUnderstanding Credit
BrightStar Seminars
- When:
Tue, July 7, 2020 - Where:
Online Event - The seminar starts from 12:00 PM – 1:00 PM EDT
Related Seminars
Take advantage of tax-savvy investing techniques – Mar 29
March 31, 2022
Divisional Vice President Nilsa Roberts of AIG will discuss tax-savvy investing and how it can help you understand ways to defer or even eliminate taxes...
Prioritizing Health to Boost your Career – Mar 31
March 8, 2022
A healthy lifestyle will skyrocket your professional success and help you reach your goals.
Make memories today and still leave a legacy for those you love – Jan 27
January 11, 2022
You’ve worked hard over your lifetime to achieve financial stability. Learn how you can protect your money and those you love.
Long Term Care – Nov 10
October 28, 2021
Michael Cardona presents Long Term Care: Perceptions, realities and steps you can take to prepare - Wednesday, November 10, 2021 - Find event and ticket information.
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?
- When:
June 11, 2020 - Time:
11:00 am EDT
- When:
June 11, 2020 - Time:
2:00 pm EDT
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
Take advantage of tax-savvy investing techniques – Mar 29
March 31, 2022
Divisional Vice President Nilsa Roberts of AIG will discuss tax-savvy investing and how it can help you understand ways to defer or even eliminate taxes...
Prioritizing Health to Boost your Career – Mar 31
March 8, 2022
A healthy lifestyle will skyrocket your professional success and help you reach your goals.
Make memories today and still leave a legacy for those you love – Jan 27
January 11, 2022
You’ve worked hard over your lifetime to achieve financial stability. Learn how you can protect your money and those you love.
Long Term Care – Nov 10
October 28, 2021
Michael Cardona presents Long Term Care: Perceptions, realities and steps you can take to prepare - Wednesday, November 10, 2021 - Find event and ticket information.
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:
• 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?
- When:
May 11, 2020 - Time:
10:00 am EST
- When:
May 11, 2020 - Time:
12:00 pm EST
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
Take advantage of tax-savvy investing techniques – Mar 29
March 31, 2022
Divisional Vice President Nilsa Roberts of AIG will discuss tax-savvy investing and how it can help you understand ways to defer or even eliminate taxes...
Prioritizing Health to Boost your Career – Mar 31
March 8, 2022
A healthy lifestyle will skyrocket your professional success and help you reach your goals.
Make memories today and still leave a legacy for those you love – Jan 27
January 11, 2022
You’ve worked hard over your lifetime to achieve financial stability. Learn how you can protect your money and those you love.
Long Term Care – Nov 10
October 28, 2021
Michael Cardona presents Long Term Care: Perceptions, realities and steps you can take to prepare - Wednesday, November 10, 2021 - Find event and ticket information.
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:
• 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?
- When:
April 20, 2020 - Time:
10:00 am EST
- When:
April 20, 2020 - Time:
1:00 pm EST
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
Take advantage of tax-savvy investing techniques – Mar 29
March 31, 2022
Divisional Vice President Nilsa Roberts of AIG will discuss tax-savvy investing and how it can help you understand ways to defer or even eliminate taxes...
Prioritizing Health to Boost your Career – Mar 31
March 8, 2022
A healthy lifestyle will skyrocket your professional success and help you reach your goals.
Make memories today and still leave a legacy for those you love – Jan 27
January 11, 2022
You’ve worked hard over your lifetime to achieve financial stability. Learn how you can protect your money and those you love.
Long Term Care – Nov 10
October 28, 2021
Michael Cardona presents Long Term Care: Perceptions, realities and steps you can take to prepare - Wednesday, November 10, 2021 - Find event and ticket information.