Mutual Security Investment & Retirement Services

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

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

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

You’re more than welcome to bring a guest. Feel free to share or add them to the registration links below.

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 take place at 6:00 PM on 04/15/2025. Travis Stanley from TruStage^™ Annuities 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

You’re more than welcome to bring a guest. Feel free to share or add them to the registration links below.

You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?

 Join us for this exclusive seminar as leading financial professional Travis Stanley dives deep into ways to build wealth and income for life. The seminar will include a live Q&A where you can get the answers to your income for life questions.

We’ll explore:

 Sources of retirement income you can rely on

• Retirement risks you face now
• Income strategies you should consider
• How you can use annuities to guarantee income for life

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. This seminar will take place at 6:00 PM on 05/27/2025. 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.

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

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