Access thought leadership resources to stay up to date on industry trends and market updates


Special market update

Banking Crisis

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 


Market insights

Gain a deeper understanding of the thinking behind investment philosophies with the guidance of our Chief Market Strategist.


Q2 market commentary

Thursday, April 6, 2023
10:30 am CT

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.

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Taking your LinkedIn strategy to the next level 

Are you leveraging all of LinkedIn’s social networking capabilities? On May 11, 2023 Practice Management Consultant Randy Fuss will look at:

  • An effective LinkedIn profile
  • How to increase your retirement plan referral network
  • Insights into increasing engagement — and more!

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‎On demand


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.

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Retirement Consultant Institute

Personalized training and resources for retirement plan professionals to help improve efficiencies and performance.

Randy Fuss_Make Brand Stand Out
From bland to memorable: Making your retirement brand stand out

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.

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Rethinking your profitability and staffing model

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.

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