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Women's Financial Planning - Part II Seminar

  IBMSECU Financial Planning & Investment Services

Join us for our Women Helping Women Roundtable Seminar Series

"Financial Planning - Part II" Seminar
Thursday, April 19, 2018, from 12:00 - 1:00 p.m. ET
Delray Beach Branch

During this Roundtable discussion you’ll learn:

  • Basics of Investing
  • What is Tax Planning?
  • What is Retirement Planning?

Lunch will be served.
Space is limited, so don’t wait to register!


Please RSVP today to Financial Advisor Claire Hart at Claire.Hart@cunamutual.com or 561.982.7706.


 

* 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. CBSI is a registered broker/dealer in all fifty states of the United States of America. This advisor is also an insurance agent and some of the products discussed are annuities and insurance contracts.




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