Money Management

Education & Workshops

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Women and Investing

Wednesday, November 20, 2013, 6:00 pm
Parkway Branch 119 Fletcher Parkway
El Cajon, CA 92020 

There are differences in the way men and women journey through their lives. Historically, women have earned less, and lived longer than men. Their careers are often interrupted to care for family, and the career "breaks" that women take more frequently than men mean they often receive smaller pension checks when they retire. Yet, 80% to 90% of women will be responsible for their own finances at some point in their lives.*

For these reasons, women need to prepare more than men for their future financial needs. In other words, they need to invest more. If you are a woman interested in learning how to become a successful lifelong investor, join us for a no-cost, no obligation Women and Investing Seminar on Wednesday, November 20, 2013, 6:00 pm at our Parkway Branch in El Cajon.

This seminar will help you learn to be a careful, competent, disciplined long-term investor, and can help you attain the financial security you seek for yourself and those you're close to. We'll focus on the importance of taking control of your own future through investing, and we'll discuss investment principles and opportunities such as asset allocation, investor behavior, mutual funds and annuities. For more information, or to reserve your place at the seminar, please call Wendy Cundari at 619-278-5992.

*National Center for Women and Retirement, Women and Investing: Take Charge of Your Financial Life, 2010.

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.