The collapse of Silicon Valley Bank and Signature Bank is sending reverberations through the global financial system. Listen to a recorded special briefing, hosted by Scott Knapp, Chief Market Strategist, CUNA Mutual Group. Learn details of current challenges and game plan what could follow. Access now →
March 17, 2023 - Update on the bank crisis
Gain a deeper understanding of the thinking behind investment philosophies with the guidance of our Chief Market Strategist.
A listen-only State of the Market call with Scott D. Knapp, Chief Market Strategist at Cuna Mutual Group Fiduciary Consultants, addressing the current market and policies impacting our world today.
Date: Thursday, April 7, 2022
Time: 10:30 AM CT
Join a listen-only State of the Market call with Scott D. Knapp, Chief Market Strategist at Cuna Mutual Group Fiduciary Consultants, as he addresses the current market and policies impacting our world today. This 45-minute call will provide you in-depth, timely market update sand perspective.
Register for upcoming events or view on-demand content.
Audience: Financial professionals
Are you leveraging all of LinkedIn’s social networking capabilities? On May 11, 2023 Practice Management Consultant Randy Fuss will look at:
Audience: Plan Sponsors, Financial professionals
Access this informative webinar replay with industry leaders, Ilene Ferenczy and Sarah Simoneaux, to better understand the impact SECURE 2.0 has on retirement. Recorded February 23, 2023.
Audience: Plan Sponsors, Financial professionals
Access this informative webinar replay with industry leaders, Ilene Ferenczy and Sarah Simoneaux, to better understand the impact SECURE 2.0 has on retirement. Recorded February 23, 2023.
Audience: Plan sponsors, financial professionals
Ensuring plan fee reasonableness is a Fiduciary obligation and benchmarking can help. This webinar will review benchmarking best practices including why quality, service, value, and extras are key considerations.
Audience: Financial professionals
Personalized training and resources for retirement plan professionals to help improve efficiencies and performance.
Hear from Randy Fuss as he shares the critical elements of creating and maintaining a compelling brand—and how you, as the financial professional, can highlight your differentiators in the vast sea of sameness. Recorded live March 23, 2023.
Access replay →Access the replay to hear from Practice Management Consultant Randy Fuss, CFP® on starting 2023 well. Coach Fuss works through some effective practice management tactics with a combo webinar highlighting the best of his profitability workshop with staffing considerations. Recorded live November 10, 2022.
Access replay →CUNA Mutual Group and Cuna Mutual Group are marketing names for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries, and affiliates. CPI Qualified Plan Consultants, Inc. and CMFG Life Insurance Company are subsidiaries of the CUNA Mutual Holding Company. Annuity insurance products are issued by CMFG Life Insurance Company, located in Madison, Wisconsin. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues.
Securities distributed by CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 866.512.6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by the financial institution. Representatives offer retirement and investment education but do not provide investment, legal or tax advice. Participants are encouraged to consult their financial professional.
CMRS-4495975.2-0822-0924