Upcoming Workshops

FREE Workshop

You’re invited to attend our free financial information workshops. They typically last 60 minutes, and you’ll learn all kinds of useful information!

For additional information or assistance, please call 217-278-7700 or visit any of our branch locations.

Current Event

The Road to Retirement

Looking to plan your retirement income to meet your financial goals?  Come out to the Illini Union and learn about the “Road to Retirement” with our dedicated Associate Financial Advisor, Jade Campbell.  Just fill out the form below to let us know you’re going to be there and we’ll save you a seat!

Topics Include:

  • Identifying your personal retirement goals
  • Reviewing the retirement planning process
  • Decisions faced in retirement

 

Location

Illini Union – Room B

1401 W Green St
Urbana, IL 61801

 

Hosted by

Jade Campbell Headshot

Jade Campbell, Associate Financial Advisor

 

Guest Speaker

Image of Mike Mason - Regional Sales Director - CUNA Mutual

Mike Mason, MEMBERS Insurance and Investments

 

Investment, Retirement, & Trust Services

 

Give Us a Call to Sign Up Today!

217-278-7768

Disclosures

*Representative is not a tax advisor or attorney. This advisor is also an insurance agent and some of the products discussed during this workshop are annuities and insurance contracts. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including discussions about your estate planning needs, talk to your lawyer. 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.Sharlene Woerther and Ash Brokerage are not affiliated with CBSI or its advisors. Opinions expressed are those of the speaker and do not necessarily reflect the views of CBSI, its management or advisors. FR-1940804.1-1117-1219