Financial Boot Camp

Hosted by Beacon Investment Services Financial Advisors
Tiffany Haupert & Matthew Anderson, & presented by MEMBERS Insurance & Investments Regional Sales Director, Mike Mason.

When: (attend one or both):
Tuesday, September 14, 6:00 pm Understanding Social Security
Wednesday, September 15, 6:00 pm Understanding Medicare

Where:
Charley Creek Inn – The Big Four Ballroom
111 West Market St. • Wabash, IN 46992

Dinner & dessert will be provided. Additional guests are welcome, but we ask that this event remain adults only.

Insurance products are issued by CMFG Life Insurance Company. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. #FR-3717660.1-0821-0923

*Representatives are not tax advisors or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific SSA benefits questions, please contact the SSA office in your area.