• Financial Wellness

Learn how to manage investment risk

Posted by WESTconsin Credit Union
September 2025

Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to face additional risks. 

Find out new ways of managing your investment risk with the Investment Diversification seminar on 09/22/2025 at 6:00 PM via ZOOM. You can attend this seminar at no cost and without obligation.

This seminar is presented by Mike Mason from TruStage™ Annuities. They’ll help you understand:

  • What traditional portfolio diversification is
  • How the investment landscape changes 
  • How you can pursue your goals while mitigating risk
  • How new annuity options help you rethink diversification

You’re more than welcome to bring a guest. Feel free to share or add them to the registration links below.

Click here to reserve your spot 
 

You can always reach out at (800) 924-0022 ext. 7506 or  [email protected] with any questions about the seminar. 

Look forward to seeing you at this session. 

Mike Mason and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or WESTconsin Investment Advisors.

If you do not wish to receive marketing-related material at this email address, reply to this message with “remove” in the subject line. The sender will contact you to ensure we comply with your wishes.

During this presentation, annuities will be discussed. 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. Withdrawals made prior to age 59½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value. 

TruStage™ 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, 2000 Heritage Way, Waverly, IA, 50677. 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. 

GA-7678238.1-0225-0327   © TruStage