Workshops by INOVA Financial Advisors: Next April 26th

Workshops by INOVA Financial Advisors: Next April 26th

INOVA Financial Advisors offer members six educational workshops beginning March 22nd.

Published Wednesday, February 8, 2017 9:00 am

INOVA Financial Advisors will be offering members the following educational workshops (beginning March 22nd) in 2017. If you or anyone you know is interested in attending, please notify Phyllis Sarabyn at Phyllis.Sarabyn@cunamutual.com  or call 574-322-6669. All events are located at 328 South Elkhart Avenue, Elkhart, IN 46516

Wednesday, March 22 at 6:00 pm

We are offering a presentation on Social Security benefits.  We will be covering Medicare eligibility, income benefits, taxation of benefits, starting your benefits, and working in retirement.

Wednesday, April 26 at 1:00 pm

We are offering an estate planning workshop. Hosted by a local attorney covering trust, wills, and power of attorney. Also, covering other topics for your estate planning needs with a question and answer session.

Wednesday, May 10 at 6:00 pm

Women and investing. A special workshop geared toward women and investing. Because women and men face different life and investment circumstances.

Wednesday, August 30 at 6:00 pm

The return of the conservative investor. Whether its market volatility, low rates or retirement risks, consumers today are worried about their financial future. Many are wondering if now might be the right time to return to a more conservative investment approach.

Wednesday, October 4 at 1:00 pm

We are offering an estate planning workshop. Hosted by a local attorney covering trust, wills, and power of attorney. Also, covering other topics for your estate planning needs with a question and answer session.

Thursday, October 5 at 6:00 pm

We are offering a workshop to help you gain a better understanding of Medicare

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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.

Representative is neither a tax advisor nor attorney.  For information regarding your specific tax situation, please consult a tax professional.  For legal questions, including a discussion about estate planning, please consult your attorney. Representatives are not Social Security experts. To discuss your specific SSA benefits questions, please contact the SSA office in your area

FR-1647696.1-1116-1217



 

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