Teachers Trust & Financial Services program is intended to help members organize their financial life and plan for the future. Through the program, you have access to a wide range of financial management services.
The Teachers Trust & Financial Services 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 www.cunabrokerage.com.
Teachers Can Help.
Our Trust Team takes the time to listen to your needs, collect information, and then analyze your individual situation and make recommendations. We also offer educational workshops designed to inform our members about all of their financial options.
- Investment Planning
- Financial Asset Management
- Retirement IRAs (Traditional & Roth)
- Credit Union Financial Planning
- Conservative Investment Options
- Rollover / IRA Transfers
- Fixed & Variable Annuities
- Mutual Funds
- Life insurance
FINANCIAL EDUCATION WEBINARS
The 3 Transitions to Retirement
April 14th, 2021
During this workshop, you’ll learn answers to your retirement questions, including:
How to confidently address the financial, lifestyle, and emotional transitions to retirement
How to guard against risks and manage those that are inevitable
Whether you are ready for retirement
April 21st, 2021
During the virtual seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including:
What are the rules for starting your Social Security benefits?
How do spouses coordinate their benefits?
Are there different routes to take that could potentially increase your benefits?
How do you decide where Social Security fits within your retirement plans?
Income for Life
April 28th, 2021
Join us for a virtual session that can help you set your financial direction and answer more of your questions:
What sources of retirement income will you rely on?
What retirement risks do you face now that you’re drawing on their savings?
Which income strategies should you consider?
How can you use annuities to guarantee income for life
Meet the Team
Chris Hibbard ChFC®, CRPC®, CFS
Vice President, Wealth Management
(631) 698-7000 ext.6020
5439 Sunrise Hwy. Holbrook, NY 11741
(631) 698-7000 ext.6925
3rd Ave. & Sunrise Hwy. Bay Shore, NY 11706
(631) 698-7000 ext. 2636
556 Larkfield Rd East Northport NY 11731
Michael Spelman CFP®
Associate Financial Advisor
(631) 698-7000 ext. 6079
127 Smithtown Blvd Nesconset NY 11767
Steve Abbott ChFC®, CLU®
(631) 698-7000 ext.3692
2410 North Ocean Ave. Farmingville, NY 11738
(631) 698-7000 ext. 3367
561 Route 25A Rocky Point, NY 11778
Check the background of these investment professionals on FINRA's BrokerCheck.
*Teachers Trust & Financial Services Professionals are registered representatives of CUNA Brokerage Services, Inc. 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. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency.
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.