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Mutual Security Credit Union ofrece a los miembros seminarios web financieros interesantes e informativos de CUNA sin costo ni obligación.
Los miembros informados toman decisiones financieras sabias.
Webinar
Get to know the Social Security rules for retirement
Tuesday, January 23rd, 2024 | 6:00 PM ET
Presented by Travis Stanley from CUNA Mutual Group.
Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.
Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Travis Stanley from TruStage™ Annuities will walk through specifics about Social Security and help you understand:
- The rules for starting Social Security benefits
- How spouses coordinate their benefits
- Different things you can do to potentially increase your benefits
- Where Social Security fits into your retirement plans
Webinar
Understanding Medicare
Tuesday, January 30th | 6:00 PM ET
Presented by Travis Stanley from CUNA Mutual Group.
Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Here’s an opportunity to attend a valuable education seminar on this important topic, at no cost and no obligation.
You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including:
- Medicare basics and the differences between Parts A, B, C and D
- Tips for choosing your coverage and enrolling in Medicare
- How to consider health care costs when planning your retirement income
Webinar
Income for Life
Tuesday, February 6th, 2024 • 6:00 PM ET
Presented by Travis Stanley from CUNA Mutual Group.
You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?
Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation.
You’ll find out more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:
- 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?
Webinar
How do you feel about retirement?
Tuesday, February 27th, 2024 • 6:00 PM ET
Presented by Travis Stanley from CUNA Mutual Group.
Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar. You can attend this seminar at no cost and no obligation.
Travis Stanley from TruStage™ Annuities will answer your retirement questions and help you:
- More confidently address the financial, lifestyle and emotional transitions to retirement
- Guard against risks and manage the inevitable ones
- Gauge when you’re ready for retirement
You’re welcome to bring a guest – but space is limited. Please make your reservations today.
Webinar
Get to know your rollover options
Tuesday, March 5th, 2024 • 6:00 PM ET
Presented by Travis Stanley from CUNA Mutual Group.
Changing jobs is a common experience for most U.S. 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 our Understanding Your Rollover Options Seminar at no cost or obligation to you.
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
- Pros and cons of each option
- How a rollover works
- And more
Webinar
Rethink Diversification
Tuesday, March 19th, 2024 • 6:00 PM ET
Presented by Travis Stanley from CUNA Mutual Group.
In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.
Here’s an opportunity to attend a valuable educational seminar on this important topic at no cost and no obligation.
You’ll learn more about how retirement savers face new challenges and new ways to manage investment risk. You’ll learn the answers to your investment questions, including:
- What is traditional portfolio diversification?
- How has the investment landscape changed?
- How can you achieve your goals with the least amount of risk?
- How can new annuity options help you rethink diversification?
No hay garantía de que las técnicas y estrategias discutidas sean adecuadas para todos los inversores o que produzcan resultados positivos. Es posible que se requiera la compra de ciertos valores para efectuar algunas de las estrategias.
Las anualidades fijas y variables son adecuadas para inversiones a largo plazo, como inversiones para la jubilación. Las ganancias de inversiones con impuestos diferidos están sujetas a impuestos como ingresos ordinarios en el momento del retiro. Las garantías se basan en la capacidad de pago de reclamaciones de la empresa emisora. Las anualidades variables están sujetas al riesgo de mercado y pueden perder valor.
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Este taller es solo educativo y no es un consejo de inversión. Si necesita asesoramiento sobre sus objetivos financieros y necesidades de inversión, comuníquese con un asesor financiero. CUNA Mutual Group es el nombre comercial de CUNA Mutual Holding Company, una sociedad de cartera de seguros mutuos, sus subsidiarias y afiliadas, estas entidades y Travis Stanley no están afiliadas a LPL Financial. Las anualidades son emitidas por CMFG Life Insurance Company (CMFG Life) y MEMBERS Life Insurance Company (MEMBERS Life) y distribuidas por su afiliada, CUNA Brokerage Services, Inc., miembro de FINRA/SIPC, un corredor/distribuidor registrado y asesor de inversiones, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life y MEMBERS Life son compañías de seguros de acciones. MEMBERS® es una marca registrada de CMFG Life. Los productos de inversión y seguros no están asegurados por el gobierno federal, pueden implicar un riesgo de inversión, pueden perder valor y no son obligaciones ni están garantizados por ninguna institución de depósito o préstamo. Todos los contratos y formularios pueden variar según el estado y es posible que no estén disponibles en todos los estados o a través de todos los corredores/distribuidores
CMGA-1803467.6-1220-0123
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