Event Details

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 FINRA/SIPC, 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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