Upcoming Seminars - 2010

 

Estate Planning

Learn about wills, trusts, and how to protect your assets and your family.
View Full Seminar Details.
Select a Link Below to register:
Session I Burlington - Sept. 22nd - Windjammer Conference Ctr.
Session II St. Albans - Sept. 28th - La Quinta Inn
Session III Middlebury - Sept. 29th - Courtyard by Marriott
All Sessions are held from 6:30 pm - 8:00 pm.

Retirement Planning

Strategies necessary for a successful retirement.
View Full Seminar Details.
Select a Session Number/location to register:
Session I Burlington - Nov. 3rd - Windjammer Conference Ctr.
Session II St. Albans - Nov. 10th - La Quinta Inn
Session III Middlebury - Nov. 11th - Courtyard by Marriott
All Sessions are held from 6:30 pm - 8:00 pm.

Visit MEMBERS Financial Services for more information about available services and products.

Representatives are registered, securities are sold, and investment advisory services are offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. CBSI operates under the marketing name of MEMBERS Financial ServicesTM. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Trust services available through MEMBERS Trust Company. Nondeposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. MEMBERS Financial Services, and CBSI is neither owned by nor a division of the financial institution. CBSI is under contract with the financial institution to make securities products and services available to its members. Ref: FR120921-7766