Seminars and Education

Market Update Seminar

How can we mitigate risk during these times of uncertainty? How may the current environment impact investment opportunities in 2023?

Join TCU Investment Services and Members Trust Company for a presentation on the state of global markets. Jason Ritzenthaler, Chief Investment Officer at Members Trust Company, will cover:

Current and historic trends in times of market volatility
Navigating market highs and lows to reduce risk
Determining short- and long-term effects of market volatility on investment strategy.

Attendance Options

Online

Tuesday, June 6
5:30 to 6:30 p.m. (ET)

Webinar and Live Q&A

Not sure if you can attend? Register anyway to receive the recording afterward.

In-person

Wednesday, June 21
11:30 a.m. to 1:00 p.m. (ET)

St. Joseph County Library Ballroom
304 S. Main St.
South Bend, IN 46601
Lunch 11:30 | Seminar 12:00

Thursday, June 22
5:30 to 7:00 p.m. (ET)

Holiday Inn Conference Center
1208 E. Douglas Rd.
Mishawaka, IN 46545
Dinner 5:30 | Seminar 6:00

Seating is limited. Please RSVP by Thursday, June 8 by calling (574) 284-6210 ext. 5153.

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Seminar Disclaimer

Jason Ritzenthaler and Members Trust Company are not affiliated with or endorsed by LPL Financial or TCU Investment Services.

MTC Wealth Management ("MTCWM") is a registered investment adviser with the SEC and a wholly owned subsidiary of Members Trust Company. Being registered with the SEC does not mean the SEC endorses MTCWM. The performance presented is the historical composite performance of accounts of the parent company, Members Trust Company. MTC Wealth Management utilizes the same investment models of the parent company. This information is provided for institutional use only and should not be distributed to retail clients. No information on this material should be construed as a recommendation regarding the purchase or sale of any security unless specifically stated otherwise. The information above is obtained or compiled from sources we believe to be reliable. We Do Not Guarantee that such information, will be free from errors, omissions, whether human or mechanical, nor do we guarantee their timeliness, accuracy, or completeness. Past performance is not indicative of future results. The value of an investment is subject to risk, including possible loss of the principal invested. Please refer to MTCWM’s ADV Part 2 for additional information and risks. Any opinions expressed are those of the presenter and do not necessarily reflect the position of Members Trust Company.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk, and may lose value.

These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.
MGA-3216705.1-0820-0922

Website Disclaimer

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. TCU Investment Services and Teachers Credit Union (TCU) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TCU Investment Services, and may also be employees of TCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TCU or TCU Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

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