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Financial Planning with MEMBERS Financial Services located at Telcoe Federal Credit Union. Also check out our webinars on investing and growing your nest egg.

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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.
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couple financial services

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

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John Burton -Members Financial Services
  Schedule an appointment 

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.

 

Upcoming Webinars & Seminars

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

Reserve your virtual seat 

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?

Reserve your virtual seat 

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? 

Reserve your virtual seat 

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   

Reserve your virtual seat 

For more information or to reserve your place, email or call us at 501-375-5321. We look forward to seeing you virtually. 

     
     

CALCULATOR     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
#FR-3041766.1-0420-0522 

 

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