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Security Retirement & Investment Services

Security Retirement &
Investment Services

There are many important financial decisions that must be made throughout someone's life. Security Retirement & Investment Services is available to help members with all their financial needs. Whether it's a newly married young couple, parents planning for a child's education, a worker planning for retirement or someone facing an unexpected job change, we can help you reach your financial goals.


The Security Retirement & Investment 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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com


Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.

Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:

  • The important rules of the road for receiving Social Security.
  • How can conservative investments help you face today’s economic risks?
  • What sources of income should you draw from and when?
  • How to use annuities to guarantee income for life.
  • How does behavioral finance affect investment decision-making?

July 7 at 6P - Redefining a Diversified Portfolio

July 14 at 6P - Three Transitions to Retirement

July 21 at 6P - Social Security and Your Retirement

August 8 at 6:30P - Medicare

August 11 at 6P - How to Weather a Bear Market

August 18 at 6P - The Return of Conservative Marketing

August 24 at 6:30P - Women and Investing

September 1 at 6:30P - Three Transitions to Retirement

September 8 at 6P - Social Security and Retirement

September 15 at 6P - Income for Life

September 22 at 6P - How to Weather a Bear Market

September 29 at 6P - Rollover Planning


Helpful Links:

Work With Someone You Know

Where do you see yourself in 5, 10, or ever 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?

Our professionals can assist you with:

  • Insurance Planning
  • 401(k) Planning
  • Retirement Planning
  • Estate Conservation
  • Investment Planning
  • Business Planning
  • Education Funding

Whether they are large or small, contact us to schedule a no-cost, no obligation appointment to discuss your individual needs.


To check the background of this investment professional on FINRA's BrokerCheck please visit www.brokercheck.finra.org

*Security Retirement & Investment Services Financial Professional 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.