Investments
Financial Planning with MEMBERS Financial Services located at Telcoe Federal Credit Union. Also check out our webinars on investing and growing your nest egg.
MEMBERS Financial Services
The Members 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. The MFS program is offered through CUNA Brokerage Services, Inc. *, a broker focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
Whether planning for retirement, paying off
debt, getting married, or saving for a child’s education, everyone can benefit from good financial
planning services and tools. We invite you to schedule a consultation and advising session to
discuss planning tips and the tools and products available to help you with your financial
concerns.
Learn More
A financial professional will work
with you to provide:
- Money Management
- Insurance Planning
- Retirement & Investment Planning
- Estate Conservation
- Education Planning
- Create custom financial recommendations specifically for you
John Burton -Members Financial Services
Schedule an appointment
For more information, or to schedule a brief, no-cost, no-obligation meeting, 501-375-5321
Your financial success is our mission and to help you achieve your goals, we make available MEMBERS Financial Services. Whether you are starting a family, putting your child through college or nearing retirement, Telcoe can assist you.
September 8 | 6:00 PM
- Key investment principles every woman should know
- Important opportunities like asset allocation
- Understanding investor behavior
- Differences between financial products like mutual funds and annuities
September 15 | 6:00 PM
- 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?
September 22 | 6:00 PM
- 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?
September 29 | 6:00 PM
- 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
For more information or to reserve your place, email or call us at 501-375-5321. We look forward to seeing you virtually.
Retirement Calculators-Learn
more.
If you already have investments through CUNA Bokerage Services, Inc.*, you can call 1-800-356-2644
for information on your accounts or log in: CUNA LOG
IN
*Members Financial Advisors 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. The MFS program is offered through CUNA Brokerage Services, Inc. * a broker focused on serving credit union members. CUNA Brokerage Services, Inc. is an affilate of CUNA Mutual Group. For more inforamation about CUNA Brokerage Services, Inc. please visit www.cunabrokerage.com.
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