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 Upcoming Workshop:


Recent legislative changes may affect your Social Security claiming strategies.

Navigate the rules of the road to retirement in an all-new, exclusive workshop presented by Cindi Hill, Retirement Plan Consultant for MEMBERS Insurance & Investment at CUNA Mutual Group.

Regardless of when you plan to retire, Social Security will likely be  an important part of the road ahead. How can you get the most of your benefits? Join us for an informational seminar that can help  you set your financial direction and answer more of your questions.

•    What are the rules for starting Social Security benefits?
•    How do spouses coordinate their benefits?
•    Are there different routes to take that could potentially increase your benefits?


February 24, 2016
12:00 pm

6:00 pm

Urbana Civic Center

                108 W. Water St, Urbana, IL 61801               

Please sign up below and a member of our team will contact you in reference to which session you are planning to attend.

Representative is not a tax advisor or attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including discussions about your estate planning needs, talk to your lawyer. Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. CRPC® is a registered service mark of the College of Financial Planning®. ANN-0513-WISM 
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