All Point Breeze Credit Union offices will be closed on Thursday, November 26, 2020 for Thanksgiving Day. Enjoy easy access to your accounts via Online Banking, Mobile Banking and AUDRE (Phone Teller). View the full list of 2020 holidays here.

FREE Educational Seminar

November 18, 2020

RETHINKING DIVERSIFICATION
(VIRTUAL SEMINAR)
WEDNESDAY, NOVEMBER 18, 2020 | 6:00 P.M. ET


In today's volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.  

Here’s an opportunity to attend a valuable virtual seminar on this important topic, at no cost and no obligation: Rethinking Diversification: Exploring new possibilities for risk management
 
Join us for an informational session that can help you think about your retirement savings plan, and learn answers to questions like:
  • What is traditional portfolio diversification?
  • How has the investment landscape changed?
  • How can you achieve your goals with the least amount of risk?
  • How can new annuity options help you rethink diversification?
Reserve your virtual seat. (Link to WebEx registration)

Space is limited, so please make your reservations today.

Contact Jonathan Delp, Financial Advisor for Point Breeze Investment & Retirement Services, at 443.589.0409 or via email at Jonathan.Delp@cunamutual.com with any questions about the virtual seminar.

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. All guarantees are based on the claims-paying ability of the issuer. 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. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.

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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

 
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