Join an upcoming workshop from the comfort of your home or office, where a variety of topics are discussed 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:

• The important 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 to use annuities to guarantee income for life.
• How does behavioral finance affect investment decision-making?

Upcoming Workshops

Rethinking Diversification

• What is traditional portfolio diversification?
• How has the investment landscape changed?
• How can you achieve your goals with the least amount of risk?
• How can new annuity options help you rethink diversification?

March 22, 2023 | 6:00 PM EST at Zoom: Reserve your virtual seat NOW.

You are welcome to bring a guest, but space is limited so please make your reservations today.

Give me a call at 937-225-9288 with any questions about the seminar or contact me by email at thenry@u1cu.org.

Thomas P. Henry  |  Financial Advisor

P 937.225.9288 | F 937.225.8421| thenry@u1cu.org

U 1 Financial Advisors Investments and Insurance

Located at: Universal 1 Credit Union

1 River Park Dr. Dayton, OH 45409

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Securities sold, advisory services offered through LPL FINANCIAL SERVICES(LPL), member FINRA/SIPC, a registered broker/dealer and investment advisor.  LPL FINANCIAL SERVICES. is a registered broker dealer in all fifty states of the United States of America.  LPL 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.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies. Investing involves risk including possible loss of principal.

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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. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates, these entities and Josh Taylor are not affiliated with LPL Financial. 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

CMGA-4751587.1-0522-0624 © CUNA Mutual Group