Rollover Planning

Event Details

Date Tuesday, March 5, 2024
Time 6:00pm
Location Virtual Seminar

rollover planning

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

CLICK HERE TO RESERVE YOUR SPOT

Contact our Financial Advisors

Matthew Vickers

Matthew Vickers  |  LPL Financial Advisor
Matthew.Vickers@lpl.com

Located at:  Community 1st Credit Union
235 Richmond Ave.  -  Ottumwa, IA

Phone:  641.684.1114
Toll-Free:   866.360.5370  Ext: 1114

Check the background of investment professionals on FINRA’s BrokerCheck.

Tyler Sendejas

Tyler Sendejas  |  LPL Financial Advisor
Tyler.Sendejas@lpl.com

Located at:  Community 1st Credit Union
235 Richmond Ave.  -  Ottumwa, IA

Phone:  641.683.6424
Toll-Free:   866.360.5370  Ext: 6424

Check the background of investment professionals on FINRA’s BrokerCheck.


Mike Mason and TruStage™ are not affiliated with or endorsed by LPL Financial.

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. 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-4769383.2-0623-0625  © TruStage

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