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Mutual Security Investment & Retirement Services

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Mutual Security Credit Union members have access to engaging and informative financial webinars through Mutual Security Investment & Retirement Services at no cost or obligation.

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Informed members make wise financial decisions.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Webinar

How do you feel about retirement?

Tuesday, August 20th, 2024 • 6:00 PM EST

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.

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.

Reserve Your Virtual Seat

Webinar

Get to know your rollover options

Tuesday, September 3rd, 2024 • 6:00 PM EST

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

Reserve Your Virtual Seat

Webinar

Rethinking Diversification

Tuesday, September 10th, 2024 • 6:00 PM EST

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?

Reserve Your Virtual Seat

Webinar

Social Security & Your Retirement

Thursday, October 3, 2024 | 6:00 PM EST

Presented by Travis Stanley from TruStage™ Annuities

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

Reserve Your Virtual Seat

Webinar

Understanding Medicare

Tuesday, October 15th 2024 • 6:00 PM EST

Presented by Travis Stanley from CUNA Mutual Group.

Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is another 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

Reserve Your Virtual Seat

Webinar

Income for Life

Tuesday, October 29th, 2024 • 6:00 PM EST

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 learn 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?

Reserve Your Virtual Seat

Webinar

How do you feel about retirement?

Tuesday, November 5th, 2024 • 6:00 PM EST

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.

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.

Reserve Your Virtual Seat

Webinar

Get to know your rollover options

Tuesday, December 3rd, 2024 • 6:00 PM EST

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

Reserve Your Virtual Seat

Webinar

Women and Investing

Thursday, December 12th, 2024 • 6:00 PM EST

Presented by Travis Stanley from CUNA Mutual Group.

There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement?

Join Travis Stanley for a candid conversation on the importance of building your own financial future through investing. Take control of your financial future by learning how to become a successful lifelong investor.

We’ll explore:

  • Key investment principles every woman should know
  • Important opportunities like asset allocation
  • Understanding investor behavior
  • Differences between financial products like mutual funds and annuities

Reserve Your Virtual Seat

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.

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. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates, these entities and Travis Stanley are not affiliated with LPL Financial. 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 and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. 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

CMGA-1803467.6-1220-0123

© CUNA Mutual Group

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. Mutual Security Credit Union and Mutual Security Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mutual Security Investment & Retirement Services, and may also be employees of Mutual Security Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Mutual Security Investment & Retirement 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

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Mutual Security Credit Union provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay Mutual Security Credit Union for these referrals. This creates an incentive for the Mutual Security Credit Union to make these referrals, resulting in a conflict of interest. Mutual Security Credit Union is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.