Investment Services

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investment services

Educators Investment Services available through CUNA Brokerage Services, Inc. (CBSI).

Educators Investment Services provides the following investment services for your convenience:

Upcoming Webinars

Educators Investment Services is hosting several upcoming webinars to help you learn more about financial planning. A full list of upcoming events is listed below. Space is limited, so be sure to sign up as soon as possible.

  • Income for Life: Guaranteeing retirement income to last a lifetime

    July 27 at 6 p.m. CST

    You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead.

    Reserve your virtual seat.

  • Understanding Medicare

    August 4 at 5:30 p.m. CST

    Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Join us for a no-cost, no-obligation virtual seminar that can help answer your questions.

    Reserve your virtual seat.

  • How to Weather a Bear Market

    August 10 at 6 p.m. CST

    When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather the next bear market.

    Reserve your virtual seat.

  • The Return of Conservative Investing Virtual Seminar

    August 17 at 6 p.m. CST

    Market volatility. Low interest rates. Retirement risks. All these headwinds are making it tougher than ever to know where to invest your retirement savings. In this virtual seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.

    Reserve your virtual seat.

  • Women and Investing: Steering Toward Retirement

    August 24 at 5:30 p.m. CST

    If you’re a woman who’d like to retire with financial independence, this session will cover key investment principles every woman should know, important opportunities like asset allocation, understanding investor behavior, and the difference between financial products.

    Reserve your virtual seat.

  • Three Transitions to Retirement: It’s about more than just the money

    August 31 at 6 p.m. CST

    Are you ready to retire? We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.

    Reserve your virtual seat.

About Investment Services through CUNA Brokerage Services, Inc. (CBSI)

The Investment Services program is offered through CUNA Brokerage Services, Inc. 1, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. CBSI is a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. Check the background of this firm on FINRA’s Broker Check.

  • investment services team

    Financial professionals and one-time transactional services

    Whether you want hands-on advice or one-time assistance, CBSI Financial Professionals can help you. CBSI Financial Professionals understand your objectives and can set you on a path to help you reach your goals. No matter your financial situation, you can rely on them for professional financial advice based on your unique needs.

  • older couple sitting on couch

    Retirement and Social Security planning

    Whether you need advice on how to plan for your retirement forty years from now or how to make the best of your existing nest egg, CBSI Financial Professionals can help you determine what earnings you can expect from Social Security, advise you on the most appropriate retirement savings account for you, project your estimated retirement income, and help you determine how much to withdraw.

  • young woman with backpack

    College planning

    Whether you’re investing for yourself or your child, CBSI Financial Professionals can help you manage your college savings. They can help you make sure your hard-earned dollars are invested in the right place to help with the rising cost of tuition.

  • family sitting on chairs at meeting

    Insurance advice

    Find out which insurance policies are best suited to protect your family in the case of a loss or extended illness. From term to permanent, CBSI Financial Professionals can help you find the insurance that will protect your family’s future.

Disclosures

1Educators Investment Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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. The Educators Investment Services program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

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