Informed members make wise financial decisions.
You’ll find out more how retirement savers are facing new challenges, and the 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 changes?
- • How can you achieve your goals with the least amount of risk?
- • How can new annuity options help you rethink diversification?
You are welcome to bring a guest, but space is limited so please make your reservations today.
- Tuesday, August 23, 2022 • 6:00 PM EST
- Presented by, Travis Stanley from CUNA Mutual Group.
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security? Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:
- • What are the rules for starting your Social Security benefits?
- • How do spouses coordinate their benefits?
- • Are there different routes to take that could potentially increase your benefits?
- • How do you decide where Social Security fits within your retirement plans?
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- Understanding Medicare
Tuesday, August 30, 2022 • 6:30 PM EST
- Presented by, Mike Mason and Travis Stanley from CUNA Mutual Group.
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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
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- The Return of Conservative Investing
- Tuesday, September 6, 2022 • 6:00 PM EST
- Presented by, Mike Mason and Travis Stanley from CUNA Mutual Group.
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- Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track. 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 where to invest your retirement savings and learn about conservative investments. You’ll learn the answers to your Conservative Investing questions, including:
• How can conservative investments help you face today's economic risks?
• What are the differences between CDs and annuities?
• What are the different types of annuities?
• How do you decide which conservative investment is right for you?
- Tuesday, September 13, 2022 • 6:00 PM EST
- Presented by, Travis Stanley from CUNA Mutual Group.
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- 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:
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- 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?
- Thursday, September 29, 2022 • 6:00 PM EST
- Presented by, Travis Stanley from CUNA Mutual Group.
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- Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement. 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 the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions, including:
• How to confidently address the financial, lifestyle and emotional transitions to retirement
• How to guard against risks and manage those that are inevitable
• Whether you are ready for retirement
