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.

Here’s an opportunity to attend a valuable educational virtual seminar on this important topic, at no cost and no obligation.

Prepare to Plan with The Summit’s Retirement & Investment Services

An exclusive virtual seminar learning how to weather a bear market.

Wednesday, September 22nd at 6:00 pm EST

The virtual seminar will give you the answers to your questions, including:

What is a bear market? How do I weather a bear market?

How does behavioral finance affect decision-making?

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How do overreaction and bad decisions compromise long-term financial goals?

RSVP now to register your virtual seat to learn how to deal with the market when it dips!


Looking for more webinars and ways to plan with The Summit’s Retirement & Investment Services?

Here are some upcoming webinars you won’t want to miss:

Rollover Planning

September 22nd

Redefining a Diversified Portfolio

October 5th

Three Transitions to Retirement

October 12th

Social Security and Your Retirement

October 19th

Please contact Ellen Harnischfeger, The Summit Federal Credit Union’s Retirement & Investment Services Manager at (585) 453-7230 or email Ellen.Harnischfeger@cunamutual.com with any questions.

The Summit Retirement & Investment Services 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. FR-3408925.1-0121-0223