Beacon Investment Services

Were you aware that the Beacon Investment Services, located at Beacon Credit Union, makes available to members the following services and programs?

  • Retirement planning

  • Retirement plan transition assistance

  • Investment planning

  • Brokerage accounts

  • Mutual funds

FREE UPCOMING WEBINARS

(Registration links are under each date)

Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process.

You can attend this seminar at no cost and no obligation. This seminar will take place at 6pm EST on June 18th at Zoom. Michael Silverstein from TruStage Annuities will answer your Medicare questions and help you understand:

  • Key differences between Medicare parts A, B, C and D
  • Tips for choosing your coverage
  • How to enroll in Medicare
  • How to plan your retirement income with health care costs in mind

[Reserve your virtual seat NOW (Link to registration)]

Michael Silverstein and TruStage Annuities are not affiliated with or endorsed by LPL Financial or Beacon Investment Services.

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.

CMGA-4768487.2-0723-0725  © TruStage

Our complimentary seminar on July 2nd at 6 pm EST can help regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.

Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Michael Silverstein from TruStage™ Annuities will walk through specifics about Social Security and help you understand:

  • The rules for starting Social Security benefits
  • How spouses coordinate their benefits
  • Different things you can do to potentially increase your benefits
  • Where Social Security fits into your retirement plans

[Reserve your virtual seat NOW (Link to registration)]

Michael Silverstein and TruStage™ are not affiliated with or endorsed by LPL Financial or Beacon Investment Services.

TruStageTM 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.

CMGA-4769383.2-0623-0625  © TruStage

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

Find out new ways of managing your investment risk with the Rethinking Diversification seminar on July 16th at 6pm EST at Zoom. You can attend this seminar at no cost and without obligation.

This seminar is presented by Michael Silverstein from TruStage™. They’ll help you understand:

  • What traditional portfolio diversification is
  • How the investment landscape changes
  • How you can achieve your goals with minimal 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.

[Reserve your virtual seat NOW (Link to registration)]

Michael Silverstein and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Beacon Investment Services

We take your privacy very seriously. Please view our Privacy Policy to learn more.

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. 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.

TruStageTM 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.

CMGA-4768521.2-0923-1025  © TruStage

You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?

Join us for this exclusive seminar as leading financial professional Michael Silverstein dives deep into ways to build wealth and income for life. The seminar will include a live Q&A where you can get the answers to your income for life questions.

Income for Life
6pm EST on July 30th at Zoom
Presented by, Michael Silverstein

We’ll explore:

  • Sources of retirement income you can rely on
  • Retirement risks you face now
  • Income strategies you should consider
  • How you can use annuities to guarantee income for life


[Reserve your virtual seat NOW (Link to registration)]

Michael Silverstein and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Beacon Investment Services.

We take your privacy very seriously. Please view our Privacy Policy to learn more.

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. 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.

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.

CMGA-4751390.2-0823-0925  © TruStage

 

Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.

You can attend this seminar at no cost and no obligation. This seminar will take place at 6pm EST on August 13th at Zoom. Michael Silverstein from TruStage™ Annuities will answer your retirement questions and help you:

  • More confidently address the financial, lifestyle and emotional transitions to retirement
  • Guard against risks and manage the inevitable ones
  • Gauge when you’re ready for retirement

[Reserve your virtual seat NOW (Link to registration)]

Michael Silverstein and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Beacon Credit Union.

We take your privacy very seriously. Please view our Privacy Policy to learn more.

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 risk including possible loss of principal.

TruStageTM 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.

CMGA-4751587.2-0923-1025  © TruStage

Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process.

You can attend this seminar at no cost and no obligation. This seminar will take place at 6pm EST on August 27th at Zoom. Michael Silverstein from TruStage Annuities will answer your Medicare questions and help you understand:

  • Key differences between Medicare parts A, B, C and D
  • Tips for choosing your coverage
  • How to enroll in Medicare
  • How to plan your retirement income with health care costs in mind

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

[Reserve your virtual seat NOW (Link to registration)]

Michael Silverstein and TruStage Annuities are not affiliated with or endorsed by LPL Financial or Beacon Investment Services.

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.

CMGA-4768487.2-0723-0725  © TruStage

There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement?

Join Karen Kuhlmann for a candid conversation on the importance of building your own financial future through investing. Take control of your financial future by learning how to become a successful lifelong investor.

Women and Investing
6pm EST on September 10th at Zoom Meeting
Presented by, Karen Kuhlmann

We’ll explore:

  • Key investment principles every woman should know
  • Important opportunities like asset allocation
  • Understanding investor behavior
  • Differences between financial products like mutual funds and annuities

[Reserve your virtual seat NOW (Link to registration)]

Karen Kuhlmann and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Beacon Investment Services

We take your privacy very seriously. Please view our Privacy Policy to learn more.

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.

TruStageTM 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.

CMGA-4751168.2-0823-0925  © TruStage

Our complimentary seminar on September 24 at 6 pm EST can help regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.

Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Michael Silverstein from TruStage™ Annuities will walk through specifics about Social Security and help you understand:

  • The rules for starting Social Security benefits
  • How spouses coordinate their benefits
  • Different things you can do to potentially increase your benefits
  • Where Social Security fits into your retirement plans

[Reserve your virtual seat NOW (Link to registration)]

Michael Silverstein and TruStage™ are not affiliated with or endorsed by LPL Financial or Beacon Investment Services.

TruStageTM 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.

CMGA-4769383.2-0623

Tiffany Haupert

CFP®, Financial Advisor
(260) 563-7443,
ext. 2038

Matthew Anderson

Financial Advisor
(260) 563-7443,
ext. 6416

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. Beacon Credit Union and Beacon Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Beacon Investment Services, and may also be employees of Beacon Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Beacon Credit Union or Beacon Investment Services. Securities and insurance offered through LPL or its affiliates are: 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

​Your Credit Union (“Beacon Credit Union”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Beacon Credit Union for these referrals. This creates an incentive for Beacon Credit Union to make these referrals, resulting in a conflict of interest. Beacon Credit Union is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information