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Virtual Financial Education Workshops

Five Steps for Leaving a Lasting Legacy

 

Tracy Aalvik and Breta Grumbois
Scott Thompson
Tracy Aalvik and Breta Grumbois are Financial Advisors with Fibre Financial Group located at Fibre Federal Credit Union, serving the Lower Columbia area.

They can be reached at 360-414-4223.

Scott Thompson is a Financial Advisor with Fibre Financial Group located at Fibre Federal Credit Union, serving the Lower Columbia area as well as Oregon Coast.

He can be reached at 360-575-5705.

A message from Fibre Financial Group

Virtual Financial Education Workshops

Join us from the comfort of your home or office as we discuss a variety of topics 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:

The Return of Conservative Investing – Tuesday, April 12 at 6pm  Register Now

Social Security – Wednesday, April 27 at 6pm  Register Now

Income for Life – Wednesday, May 11 at 6pm  Register Now

Women & Investing – Wednesday, May 25 at 6pm  Register Now

Rollover Planning – Wednesday, June 8 at 6pm  Register Now

Three Transitions to Retirement – Wednesday, June 22 at 6pm  Register Now

Space is limited, so we urge you to make your reservations today. Give Breta Grumbois a call at 360-414-4223 or contact her by email at breta.grumbois@cunamutual.com with any questions about the virtual workshops.

  • 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. 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. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBS!), member FINRA/SIPC, a registered broker/dealer and investment advisor, O/B/A [program name), 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
    MGA-3216705.1-0820-0922
    © 2020 CUNA Mutual Group

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