Join Senior Wealth Advisor Craig Lundquist and guest speaker, Matt Bucka from Brighthouse Financial, to learn about the new retirement landscape and the importance of lifetime income.
Topics will include:
The New Retirement Landscape
Why Old Strategies Won’t Cut It
Preparing for the Unexpected
The Missing Piece for Retirees
Lifetime Income and Personalized Investment Strategy
*Wealth Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member
, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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.
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