Virtual Financial Educational Workshops with WESTconsin Investment Advisors


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:
  • Women and Investing - Tuesday, May 3 at 5:30 p.m. 
  • Rollover Planning - Tuesday, May 10 at 6 p.m. 
  • The 3 Transitions to Retirement - Tuesday, May 17 at 6 p.m. 
  • The Return of Conservative Investing - Tuesday, June 14 at 6 p.m. 
  • The Road to Retirement - Tuesday, Jun 21 at 6 p.m. 
  • Rethinking Diversification - Tuesday, June 28 at 6 p.m. 
Space is limited, so sign up today! Reach out to Tim Carlson, Alex Burian, Bob Dillon, or Jose Alvarez, Investment Advisors at WESTconsin Credit Union with questions. 

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.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. WESTconsin Credit Union and WESTconsin Investment Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using WESTconsin Investment Advisors and may also be employees of WESTconsin Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of WESTconsin Credit Union or WESTconsin Investment Advisors. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency  |  Not Credit Union Guaranteed  |  Not Credit Union Deposits or Obligations  |  May Lose Value


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