Three Transitions to Retirement

Event Details

Date	Monday, May 20, 2024
Time	6:00pm
Location	Virtual Seminar

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.

This seminar 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

CLICK HERE TO RESERVE YOUR SPOT

Contact our Financial Advisors

	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  |  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.

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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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