The 3 Transitions to Retirement
May 20, 2025 at 6:00pm
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.
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
Meet Tom Binversie, Vice President, Wealth Management, KCU Investment & Retirement Services
Friday, May 30, 2025, 1-4 PM, Washington Street Branch, 2001 Washington Street, Manitowoc
The public is invited to attend a meet and greet event to introduce Tom to the Manitowoc area. Tom brings a wealth of experience and a commitment to providing exceptional service to Kohler Credit Union members and we are excited that he is expanding his services to the Manitowoc County community.
This event is a great opportunity to:
- Get to know Tom and learn about his visions and plans
- Ask questions and share your feedback
- Enjoy complimentary treats and refreshments
Rollover Planning
June 10, 2025 @ 6pm
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 options
- How a rollover works
- And more
Redefining a Diversified Portfolio
June 24,2025 @ 6pm
Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to risk losing it all.
This seminar will help you understand:
• What traditional portfolio diversification is
• How the investment landscape changes
• How you can achieve your goals with minimal risk
• How new annuity options help you rethink diversification
Meet Matthew Schellinger, Associate Financial Professional, KCU Investment & Retirement Services
Friday, June 27, 2025, 3-5 PM, Saukville Branch
The public is invited to attend a meet and greet event to learn more about Matthew and his wide range of services, including retirement planning, financial planning, 401(k) rollover strategies, educational planning, and general investment management. With a passion for building strong, meaningful relationships, Matthew is dedicated to guiding clients through their financial journey with confidence. He believes that everyone deserves access to professional financial guidance, regardless of their income level.
This event is a great opportunity to:
- Get to know Matthew and learn about his visions and plans
- Ask questions and share your feedback
- Enjoy complimentary treats and refreshments
