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Making It Last: Advanced Retirement Income Strategies for Everyday Investors

Installing Guardrails for Volatile Markets module.

Bear markets occur about once every five years and retiring at the start of one can have a significant negative impact on a retirement income strategy. Adding guardrails may help offset a poor market environment and keep your retirement on track.

In this module, you will learn what guardrails are and how installing them can help support a retirement income strategy, especially during volatile markets.

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The U1 Financial Professionals 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.
*U1 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.

CHARTERED RETIREMENT PLANNING COUNSELOR (SM) and CRPC® are registered service marks of the College for Financial Planning®.FR-2725521.1-0919-1021

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