Broker Check
21 Nov
Rethinking Diversification Webinar

Description

In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.

5PM CST on November 21, 2023 at Zoom

Presented by, Joshua E. Taylor from CUNA Mutual Group.

You’ll find out more how retirement savers are facing new challenges, and the new ways to manage investment risk. You’ll learn the answers to your investment questions, including:

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

Joshua E. Taylor and CUNA Mutual Group are not affiliated with or endorsed by LPL Financial and Southeast Financial Wealth Management.

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 effect some of the strategies. Investing involves risks including possible loss of principal.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.

Date and Time

Tue, Nov 21, 2023

5:00p - 6:00p CST

Location

Zoom

PT1H

Event Registration