Three Transitions to Retirement - Sept 1
Three Transitions to Retirement
Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.
During this session, you’ll learn:
• How to guard against risks and manage those that are inevitable
• Whether you are ready for retirement
- Cuando:
Sept 1, 2020 - Time:
06:00 pm EST

Space is limited, please make your reservations today.
Give me a call at (954) 497-4182 with any questions about the virtual seminar, or contact me by email at jim.mcgary@cunamutual.com. I look forward to seeing you virtually.
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. There are distinct differences between annuities and certificates of deposit. Most certificates of deposit are short-term investments. Some of the products featured in this workshop are annuities and are sold by prospectus. Annuities are long-term insurance products designed for retirement purposes.
Many registered annuities offer four main features: (1) a selection of investment options, (2) tax-deferred earnings accumulation, (3) guaranteed lifetime payout options, and (4) death benefit options. Before investing, you should consider the annuity’s investment objectives, risks, charges and expenses. The prospectus contains this and other information. Please read it carefully. To obtain a prospectus, contact your advisor, log onto membersproducts.com or call 888.888.3940.
CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.
*Securities 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.
Related Seminars
Promociona y vende tu marca a través de la narración de historias.
diciembre 29, 2020
Te invitamos a unirte a nuestro seminario virtual para identificar los puntos débiles de tu público objetivo y aprender a crear campañas de marketing exitosas.
Fundamentos empresariales: Cómo iniciar un negocio durante la COVID-19
noviembre 13, 2020
Te invitamos a participar en nuestro seminario virtual sobre cómo iniciar un negocio con éxito incluso con la COVID-19 como obstáculo. Nuestro gerente de desarrollo de negocios, David Mateo.
Comprar una casa en el mercado actual – 9 de diciembre
noviembre 9, 2020
Esta presentación analiza el mercado inmobiliario actual y cómo asegurar el éxito al comprar o vender una vivienda.
Introducción a la compra de vivienda – 2 de diciembre
noviembre 9, 2020
Esta presentación abarca los aspectos básicos del proceso de compra de una vivienda y le prepara de la mejor manera para encontrar la casa de sus sueños.
Social Security and & Retirement - Aug 4
Seguridad Social y su jubilación
Durante el seminario virtual, descubrirá más sobre sus beneficios del Seguro Social y analizará el papel que desempeñan al establecer una dirección clara para su futuro financiero.
Participants will learn the answers to your Social Security questions, including:
• How do spouses coordinate their benefits?
• Are there different routes to take that could potentially increase your benefits?
• How do you decide where Social Security fits within your retirement plans?

- Cuando:
Aug 4, 2020 - Time:
06:00 pm EST
Space is limited, please make your reservations today.
Give me a call at (954) 497-4182 with any questions about the virtual seminar, or contact me by email at jim.mcgary@cunamutual.com. I look forward to seeing you virtually.
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. There are distinct differences between annuities and certificates of deposit. Most certificates of deposit are short-term investments. Some of the products featured in this workshop are annuities and are sold by prospectus. Annuities are long-term insurance products designed for retirement purposes.
Many registered annuities offer four main features: (1) a selection of investment options, (2) tax-deferred earnings accumulation, (3) guaranteed lifetime payout options, and (4) death benefit options. Before investing, you should consider the annuity’s investment objectives, risks, charges and expenses. The prospectus contains this and other information. Please read it carefully. To obtain a prospectus, contact your advisor, log onto membersproducts.com or call 888.888.3940.
CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.
*Securities 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.
Related Seminars
Promociona y vende tu marca a través de la narración de historias.
diciembre 29, 2020
Te invitamos a unirte a nuestro seminario virtual para identificar los puntos débiles de tu público objetivo y aprender a crear campañas de marketing exitosas.
Fundamentos empresariales: Cómo iniciar un negocio durante la COVID-19
noviembre 13, 2020
Te invitamos a participar en nuestro seminario virtual sobre cómo iniciar un negocio con éxito incluso con la COVID-19 como obstáculo. Nuestro gerente de desarrollo de negocios, David Mateo.
Comprar una casa en el mercado actual – 9 de diciembre
noviembre 9, 2020
Esta presentación analiza el mercado inmobiliario actual y cómo asegurar el éxito al comprar o vender una vivienda.
Introducción a la compra de vivienda – 2 de diciembre
noviembre 9, 2020
Esta presentación abarca los aspectos básicos del proceso de compra de una vivienda y le prepara de la mejor manera para encontrar la casa de sus sueños.
Understanding Credit - July 9
Your Score in a Changing WorldUnderstanding Credit
BrightStar Seminars
- Cuando:
Thu, July 9, 2020 - Dónde:
Online Event
- The seminar starts from 6:00 PM – 7:00 PM EDT

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Te invitamos a unirte a nuestro seminario virtual para identificar los puntos débiles de tu público objetivo y aprender a crear campañas de marketing exitosas.
Fundamentos empresariales: Cómo iniciar un negocio durante la COVID-19
noviembre 13, 2020
Te invitamos a participar en nuestro seminario virtual sobre cómo iniciar un negocio con éxito incluso con la COVID-19 como obstáculo. Nuestro gerente de desarrollo de negocios, David Mateo.
Comprar una casa en el mercado actual – 9 de diciembre
noviembre 9, 2020
Esta presentación analiza el mercado inmobiliario actual y cómo asegurar el éxito al comprar o vender una vivienda.
Introducción a la compra de vivienda – 2 de diciembre
noviembre 9, 2020
Esta presentación abarca los aspectos básicos del proceso de compra de una vivienda y le prepara de la mejor manera para encontrar la casa de sus sueños.
Understanding Credit - July 7
Your Score in a Changing WorldUnderstanding Credit
BrightStar Seminars
- Cuando:
Tue, July 7, 2020 - Dónde:
Online Event
- The seminar starts from 12:00 PM – 1:00 PM EDT

Related Seminars
Promociona y vende tu marca a través de la narración de historias.
diciembre 29, 2020
Te invitamos a unirte a nuestro seminario virtual para identificar los puntos débiles de tu público objetivo y aprender a crear campañas de marketing exitosas.
Fundamentos empresariales: Cómo iniciar un negocio durante la COVID-19
noviembre 13, 2020
Te invitamos a participar en nuestro seminario virtual sobre cómo iniciar un negocio con éxito incluso con la COVID-19 como obstáculo. Nuestro gerente de desarrollo de negocios, David Mateo.
Comprar una casa en el mercado actual – 9 de diciembre
noviembre 9, 2020
Esta presentación analiza el mercado inmobiliario actual y cómo asegurar el éxito al comprar o vender una vivienda.
Introducción a la compra de vivienda – 2 de diciembre
noviembre 9, 2020
Esta presentación abarca los aspectos básicos del proceso de compra de una vivienda y le prepara de la mejor manera para encontrar la casa de sus sueños.
Money-Saving Pandemic Tips
Money-Saving Pandemic Tips
Find ways to cut back
Pay down your outstanding debts
Utilize that budget!
Have multiple streams of income
How to Weather a Bear Market - June 11
How to Weather a Bear Market
When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather the next bear market.
Participants will learn the answers to the questions, including:
- What is a bear market?
- How does behavioral finance affect decision-making?
- How do overreaction and bad decisions compromise long-term financial goals?
- How do I weather a bear market?

- Cuando:
June 11, 2020 - Time:
11:00 am EDT
- Cuando:
June 11, 2020 - Time:
2:00 pm EDT
Space is limited, please make your reservations today.
Give me a call at (954) 497-4182 with any questions about the virtual seminar, or contact me by email at jim.mcgary@cunamutual.com. I look forward to seeing you virtually.
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. There are distinct differences between annuities and certificates of deposit. Most certificates of deposit are short-term investments. Some of the products featured in this workshop are annuities and are sold by prospectus. Annuities are long-term insurance products designed for retirement purposes.
Many registered annuities offer four main features: (1) a selection of investment options, (2) tax-deferred earnings accumulation, (3) guaranteed lifetime payout options, and (4) death benefit options. Before investing, you should consider the annuity’s investment objectives, risks, charges and expenses. The prospectus contains this and other information. Please read it carefully. To obtain a prospectus, contact your advisor, log onto membersproducts.com or call 888.888.3940.
CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.
*Securities 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.
Related Seminars
Promociona y vende tu marca a través de la narración de historias.
diciembre 29, 2020
Te invitamos a unirte a nuestro seminario virtual para identificar los puntos débiles de tu público objetivo y aprender a crear campañas de marketing exitosas.
Fundamentos empresariales: Cómo iniciar un negocio durante la COVID-19
noviembre 13, 2020
Te invitamos a participar en nuestro seminario virtual sobre cómo iniciar un negocio con éxito incluso con la COVID-19 como obstáculo. Nuestro gerente de desarrollo de negocios, David Mateo.
Comprar una casa en el mercado actual – 9 de diciembre
noviembre 9, 2020
Esta presentación analiza el mercado inmobiliario actual y cómo asegurar el éxito al comprar o vender una vivienda.
Introducción a la compra de vivienda – 2 de diciembre
noviembre 9, 2020
Esta presentación abarca los aspectos básicos del proceso de compra de una vivienda y le prepara de la mejor manera para encontrar la casa de sus sueños.
Social Security and Your Retirement - May 11
Seguridad Social y su jubilación
Durante el seminario virtual, descubrirá más sobre sus beneficios del Seguro Social y analizará el papel que desempeñan al establecer una dirección clara para su futuro financiero.
Participants will learn the answers to your Social Security questions, including:
• How do spouses coordinate their benefits?
• Are there different routes to take that could potentially increase your benefits?
• How do you decide where Social Security fits within your retirement plans?

- Cuando:
May 11, 2020 - Time:
10:00 am EST
- Cuando:
May 11, 2020 - Time:
12:00 pm EST
Space is limited, please make your reservations today.
Give me a call at (954) 497-4182 with any questions about the virtual seminar, or contact me by email at jim.mcgary@cunamutual.com. I look forward to seeing you virtually.
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. There are distinct differences between annuities and certificates of deposit. Most certificates of deposit are short-term investments. Some of the products featured in this workshop are annuities and are sold by prospectus. Annuities are long-term insurance products designed for retirement purposes.
Many registered annuities offer four main features: (1) a selection of investment options, (2) tax-deferred earnings accumulation, (3) guaranteed lifetime payout options, and (4) death benefit options. Before investing, you should consider the annuity’s investment objectives, risks, charges and expenses. The prospectus contains this and other information. Please read it carefully. To obtain a prospectus, contact your advisor, log onto membersproducts.com or call 888.888.3940.
CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.
*Securities 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.
Related Seminars
Promociona y vende tu marca a través de la narración de historias.
diciembre 29, 2020
Te invitamos a unirte a nuestro seminario virtual para identificar los puntos débiles de tu público objetivo y aprender a crear campañas de marketing exitosas.
Fundamentos empresariales: Cómo iniciar un negocio durante la COVID-19
noviembre 13, 2020
Te invitamos a participar en nuestro seminario virtual sobre cómo iniciar un negocio con éxito incluso con la COVID-19 como obstáculo. Nuestro gerente de desarrollo de negocios, David Mateo.
Comprar una casa en el mercado actual – 9 de diciembre
noviembre 9, 2020
Esta presentación analiza el mercado inmobiliario actual y cómo asegurar el éxito al comprar o vender una vivienda.
Introducción a la compra de vivienda – 2 de diciembre
noviembre 9, 2020
Esta presentación abarca los aspectos básicos del proceso de compra de una vivienda y le prepara de la mejor manera para encontrar la casa de sus sueños.
An Increased Amount of Phishing Fraud
Beware of criminals pretending to be WHO
Many financial organizations have reported an increasing amount of phishing events due to COVID-19. Now more than ever, your information is being sought after by fraudsters.
What is phishing? Phishing events are when a fraudster attempts to steal a person’s data, mainly login credentials and card information. Once they obtain this information, they will use it to process fraudulent card transactions or ATM withdrawals.
Examples of recent Phishing Attacks:
- Information is obtained from social media to make the attack even more believable.
- Cardholders receive a phone call or email from the fraudster asking them to log in to their account or for their card number.
- While on the phone, the fraudster may ask for your card information and then perform a transaction they know will generate a fraud alert. Once completed, they will ask for the case number over the phone so that the card can be permanently blocked, but instead, the fraudster will validate the activity as valid a transaction so they can continue to use the card.
BrightStar will never contact a cardholder and ask for the following:
- Account Number/Card Number
- CVV
- PIN
- Contraseñas
- Social Security Number
- Online Banking Credentials
If you think a fraudster is trying to take advantage of you, delete the email or end the call and dial BrightStar’s number directly to confirm that it is a legitimate representative.
Alertas de fraude relacionadas
No se ha encontrado nada.
The Return of Conservative Investing - April 20
El regreso de la inversión conservadora
Brightstar Credit Union and the BrightStar Investment Services Advisor, Mr. Jim McGary, invite you to our first Virtual Educational Seminar. Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this virtual seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.
Participants will learn:
• What are the differences between CDs and annuities?
• What are the different types of annuities?
• How do you decide which conservative investment is right for you?

- Cuando:
April 20, 2020 - Time:
10:00 am EST
- Cuando:
April 20, 2020 - Time:
1:00 pm EST
Space is limited, please make your reservations today.
Give me a call at (954) 497-4182 with any questions about the virtual seminar, or contact me by email at jim.mcgary@cunamutual.com. I look forward to seeing you virtually.
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. There are distinct differences between annuities and certificates of deposit. Most certificates of deposit are short-term investments. Some of the products featured in this workshop are annuities and are sold by prospectus. Annuities are long-term insurance products designed for retirement purposes.
Many registered annuities offer four main features: (1) a selection of investment options, (2) tax-deferred earnings accumulation, (3) guaranteed lifetime payout options, and (4) death benefit options. Before investing, you should consider the annuity’s investment objectives, risks, charges and expenses. The prospectus contains this and other information. Please read it carefully. To obtain a prospectus, contact your advisor, log onto membersproducts.com or call 888.888.3940.
CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.
*Securities 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.
Related Seminars
Promociona y vende tu marca a través de la narración de historias.
diciembre 29, 2020
Te invitamos a unirte a nuestro seminario virtual para identificar los puntos débiles de tu público objetivo y aprender a crear campañas de marketing exitosas.
Fundamentos empresariales: Cómo iniciar un negocio durante la COVID-19
noviembre 13, 2020
Te invitamos a participar en nuestro seminario virtual sobre cómo iniciar un negocio con éxito incluso con la COVID-19 como obstáculo. Nuestro gerente de desarrollo de negocios, David Mateo.
Comprar una casa en el mercado actual – 9 de diciembre
noviembre 9, 2020
Esta presentación analiza el mercado inmobiliario actual y cómo asegurar el éxito al comprar o vender una vivienda.
Introducción a la compra de vivienda – 2 de diciembre
noviembre 9, 2020
Esta presentación abarca los aspectos básicos del proceso de compra de una vivienda y le prepara de la mejor manera para encontrar la casa de sus sueños.
Beware of criminals pretending to be WHO
Beware of criminals pretending to be WHO
Criminals are disguising themselves as WHO to steal money or sensitive information. If you are contacted by a person or organization that appears to be from WHO, verify their authenticity before responding.
Alertas de fraude relacionadas
No se ha encontrado nada.




