Event Details

You and a guest are invited to attend our complimentary seminars:


Rethinking Diversification Seminar


Wednesday, October 18, 2017 at 6:00 PM
(Registration starts 5:30 PM)

Bel-Aire / Clarion Hotel & Conference Center 2800 W 8th St, Erie, PA 16505

Approximate duration (90 minutes)


Traditional portfolio diversification doesn’t always meet the challenges of today’s investors. This seminar introduces new ways to manage risk and the value of protecting against market loss.


Participants will learn:

  • What traditional portfolio diversification is & why it doesn’t always work
  • About  “comfort zones” and risk control accounts
  • The difference between buffers and zones
  • How annuities with risk control can increase chances for greater returns


Presented by: Travis Stanley, MEMBERS Insurance & Investments Regional Sales Director.


There will be complementary Snacks & Refreshments! 

Seating is limited so please register by Monday, October 16, 2017

* Erie FCU membership is not required. There is no cost or obligation
to attend our complimentary seminars.


Securities are 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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

FR-1848699.1-07017-0819

* Required

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