INOVA Financial Advisors Present: Return of Conservative Investor- Aug 30th

INOVA Financial Advisors Present: Return of Conservative Investor- Aug 30th

INOVA Financial Advisors offer members "The Return of the Conservative Investor"

Published Tuesday, May 16, 2017 12:00 pm

INOVA Financial Advisors offering members educational workshops - the next one is August 30 @ 6 p.m. If you or anyone you know is interested in attending, please notify Phyllis Sarabyn at  or call 574-322-6669. All events are located at 328 South Elkhart Avenue, Elkhart, IN 46516

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


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



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