Prospering Through Market Downturns

About This Event

Find out how to stay confident during market uncertainty by joining Summit Financial Advisors^ representative David Kamine at our West Bend branch! We’ll share real-world examples and historical insights to help you learn how a focused approach can support your financial goals over time. Throughout the session, you’ll discover:

How diversifying to spread your money across different investments can help manage risk
Why staying invested matters more than trying to time the market
Strategies to navigate market ups and downs with a long-term perspective

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

During this presentation, mutual funds will be discussed, which have various risks including loss of principal and may not be suitable for every investor.

^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. Summit Credit Union and Summit Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Summit Financial Advisors, and may also be employees of Summit Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Summit Credit Union or Summit Financial Advisors. 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

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit for more detailed information.