Join us for our Women Helping Women Roundtable Seminar Series
"2018 Tax Law Changes" Seminar
Thursday, September 20, 2018, from 12:00 - 1:00 p.m. ET
Delray Beach Branch
You can also attend via webinar. Register here:
During this Roundtable discussion you’ll learn:
- What could the tax law changes mean for you?*
- Learn about 10 major changes that could potentially impact your household.
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.
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 backed by the claims-paying ability of the issuer. MEMBERS Insurance & Investments and MEMBERS are marketing names for the products, services, and programs offered by CMFG Life Insurance Company (CMFG Life), MEMBERs Life Insurance Company (MEMBERS Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life, CUNA Mutual Group in the Marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution.
Financial advisors are not tax experts. For information regarding your specific tax situation, please consult a tax professional. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment option 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.
*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. 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.