Broker Check
10 Sept
Rethinking Diversification

Description

In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.

Here’s an opportunity to attend a valuable educational seminar on this important topic at no cost and no obligation:

Presented by Travis Stanley from CUNA Mutual Group.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies.  

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value. 

Travis Stanley and CUNA Mutual Group are not affiliated with or endorsed by LPL Financial or Omi Investment Services. 

ART# 514503-3

Date and Time

Tue, Sep 10, 2024

Location

Virtual Workshop

PT0S

Event Registration