Belco Retirement & Investment Services
The Belco 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 www.cunabrokerage.com.
We can assist you with:
When you think about the future and retirement, are you excited or concerned?
Complimentary Virtual Financial Education Workshops
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:
- What are the 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 can you use annuities to guarantee income for life?
- How does behavioral finance affect investment decision-making?
UPCOMING WORKSHOPS:
| Understanding Medicare: August 4, 6:30PM EST (Register) |
| How to Weather a Bear Market: August 11, 6PM EST (Register) |
| The Return of Conservative Investing: August 18, 6PM EST (Register) |
| Women & Investing: August 24, 6:30PM EST (Register) |
| Three Transitions to Retirement: September 1, 6PM EST (Register) |
Connect with Our Advisors
Check the background of these investment professionals on FINRA’s BrokerCheck.
Initial consultations are offered at no cost or obligation to members of Belco Community Credit Union. Call (717) 720-6220 or click here today to start planning for tomorrow.