Virtual Financial Workshops: September 2024
Financial education is an important aspect of any long-term plan. Join an upcoming free virtual workshop where a variety of topics are discussed to increase your financial awareness. Mike Wells, CFP®, CLU® and TruStage Regional Vice President will present the information virtually via ZOOM. (Other contributing speakers will be listed along with the seminar post.) The registration link is attached to the workshop title. Click it to be directed to the registration page. Attend as many workshops as you like. Upcoming dates and topics include:
SEPTEMBER 10 7:00 PM CDT - UNDERSTANDING YOUR ROLLOVER OPTIONS
Changing jobs is a common experience for most US workers. But, what's the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way - especially in understanding how your decision can impact your long-term retirement savings. Start finding answers at this no-cost, no-obligation virtual seminar.
Presented by Mike Wells, Regional Vice President at TruStage, CLU®, CFP®
You'll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
- Four major options for retirement plan balances when changing jobs or retiring
- Pros and cons of each option
- How a rollover works
- And more
REGISTER NOW AND RESERVE YOUR VIRTUAL SEAT
SEPTEMBER 17 7:00 PM CDT - UNDERSTANDING MEDICARE
Medicare is a key part of planning your retirement journey. We're here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process.
You can attend this seminar at no cost and no obligation. This seminar will be presented virtually via ZOOM. Mike Wells, Regional Vice President at TruStage, CLU®, CFP® will answer your Medicare questions and help you understand:
- Key differences between Medicare parts A, B, C and D
- Tips for choosing your coverage
- How to enroll in Medicare
- How to plan your retirement income with health care costs in mind
Feel free to share or add a guest to the registration link below.
REGISTER NOW AND RESERVE YOUR VIRTUAL SEAT
Please don't hesitate to reach out to Jon Thompson, LPL Financial Services Financial Advisor, at jon.thompson1@lpl.com with questions regarding the seminars or other financial matters.
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 affect some of the strategies. Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. 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 market risk and may lose value.
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. TruStageTM Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA 50677. CMFG Life and MEMBERS Life are stock insurance companies. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers.