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Wings Financial Advisor workshops

Conservative Investing

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.

Presented by Jeff Petronack

Highland Park Library
1974 Ford Pkwy
St Paul, MN 55116
October 24th, 2019
6:00 PM - 7:00 PM

 

REGISTER FOR SAINT PAUL
CONSERVATIVE INVESTING

 
 
 

Special Needs Plan

Presented by Dan Battcher

Wings Apple Valley - Conference Center
14985 Glazier Ave
Apple Valley, MN 55124
November 14th, 2019
6:00 PM - 7:00 PM

 

REGISTER FOR APPLE VALLEY
SPECIAL NEEDS PLAN

 
 
 

Social Security and Medicare

Presented by Shane Irons

Eden Prairie Community Center – Lounge Room
16700 Valley View Rd
Eden Prairie, MN 55346
November 14th, 2019
6:00 PM - 7:00 PM

 

REGISTER FOR EDEN PRAIRIE
SOCIAL SECURITY & MEDICARE

 
 
 

Conservative Investing

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.

Presented by Tony Gruba

Maple Grove Library
8001 Main St
Maple Grove, MN 55369
November 14th, 2019
6:00 PM - 7:00 PM

 

REGISTER FOR MAPLE GROVE
CONSERVATIVE INVESTING

 
 
 

Retirement Income Planning

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.

Presented by Marc Kenville and Nathen Christensen

Southdale Library - Ethel Berry Room
7001 York Ave. S.
Edina, MN 55435
November 19th, 2019
6:00 PM - 7:00 PM

 

REGISTER FOR EDINA
RETIREMENT INCOME

 
 
 
 

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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.