Three Transitions to Retirement Webinar

posted on Friday, March 5, 2021 in Financial Tips

retired couple

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 virtual seminar on this topic.

Three Transitions to Retirement: It’s about more than just the money.
Tuesday, March 16, 2021 at 6:00 PM (CT)
Location:  This is a web-based seminar.
RSVP here to receive log-in information.

During this session, you’ll learn:

  • 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

Click here to reserve your virtual seat.

Space is limited, so I urge you to make your reservations today. And give me a call at 641.684.1114 with any questions about the virtual seminar, or contact me by email at Matthew.Vickers@cunamutual.com. I look forward to seeing you virtually. 

CLICK HERE TO RSVP & RECEIVE LOG-IN INFORMATION

QUESTIONS?   ASK ME TODAY



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IMPORTANT DISCLOSURES

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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. All guarantees are based on the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. 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. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.

Financial advisors are not tax advisors, attorneys or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. For legal questions consult your attorney. For questions about Social Security, please contact your local Social Security Administration office. 

Securities sold, Advisory Services offered, through CUNA Brokerage Services, Inc., MemberFINRA/SIPC. Securities sold through CBSI under contract with the financial institution. Life insurance and annuity products are issued by CMFG Life Insurance Company and other carriers. Not NCUA/NCUSIF/FDIC Insured - No Financial Institution Guarantee - May Lose Value

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