It's a common misperception that estate planning is only for the wealthy. In reality, most everyone can benefit. Learn about the tools used in estate planning, what could happen without a plan, tax implications and more.
Presented by John Degelmann and Doherty Molenda.
Wings Apple Valley Branch - Conference Center
14985 Glazier Avenue
Apple Valley, MN 55124
June 20th, 2019
6:00 PM - 7:00 PM
Registration is now closed.
What choices should you make in an uncertain market? Concerns about today’s economy have nudged many consumers back toward conservative investments. In this workshop, you’ll learn about some of the challenges your retirement savings might face, balancing your needs for liquidity, income and growth, as well as some investment accounts that can help you achieve those goals.
Millennials and Money
If you know you should be planning for the future, but you’re not quite sure where to start, we have the event for you! Join us for a fun, free, no-obligation introduction to investing basics hosted by Wings Financial Advisors and Brighthouse Financial. Space is limited!
Long Term Care/Annuities
Your retirement dreams are as unique as your fingerprints. In this complimentary workshop, you’ll learn about the various factors that influence how much you may need in retirement, including your retirement goals, age, distribution timing for specific income sources and more.
Social Security and Medicare
Your Prosperity Picture
Get help drafting a plan that reflects your own vision through a five-step process to help you better manage your money, design your life and create your future.
Presented with Mick Walsh from Invesco.
Wings Financials Advisors are registered representatives of CUNA Brokerage Services, Inc. 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.