Ap Financial Planning
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Ap Financial Planning Ap Financial Planning
  • About Us
  • Services
  • Contact Us
  • Log In

Virtual Financial Education Seminars

Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan. Attend as many virtual seminars as you like. You’ll learn the answers to questions, including:

  • The important rules of the road for receiving Social Security.
  • How can conservative investments help you face today’s economic risks?
  • What sources of income should you draw from and when?
  • How to use annuities to guarantee income for life.
  • How does behavioral finance affect investment decision-making?

 

Upcoming seminars:

January

January 20, 2021: Social Security and Your Retirement– 6:00 pm
January 27, 2021: Income for Life – 6:00 pm

February

February 2, 2021: Understanding Medicare – 6:30 pm
February 10, 2021: Rollover Planning – 6:00 pm
February 18, 2021: How to Weather a Bear Market – 6:00 pm
February 24, 2021: The Return of Conservative Investing – 6:00 pm

March

March 2, 2021: Women and Investing – 6:00 pm (Presented by Cindi Hill)
March 17, 2021: The Three Transitions to Retirement – 6:00 pm
March 24, 2021: Social Security and Your Retirement – 6:00 pm
March 31, 2021: Income for Life – 6:00 pm

Ap Financial Planning 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. FR-3346084.1-1120-1222 and FR-3358090.1-1220-0123

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