Live Event — Social Security
Wednesday, May 7, 5:30pm - Corporate Center
Hosted & Presented by: Tom Binversie, VP Wealth Management, KCU Investment & Retirement Services
Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.
Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Tom Binversie will walk through specifics about Social Security and help you understand:
• The rules for starting Social Security benefits
• How spouses coordinate their benefits
• Different things you can do to potentially increase your benefits
• Where Social Security fits into your retirement plans
Live Event — The Three Transitions to Retirement
Thursday, May 8, 5:30pm – Mequon
Hosted & Presented by: Matthew Schellinger, Associate Financial Professional, KCU Investment & Retirement Services
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.
You can attend this seminar at no cost and no obligation. Matthew Schellinger 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.
Income for Life
May 12, 2025 at 6pm
Join us for this exclusive seminar as leading financial professional Mike Mason dives deep into ways to build wealth and income for life. The seminar will include a live Q&A where you can get the answers to your income for life questions.
We’ll explore:
- Sources of retirement income you can rely on
- Retirement risks you face now
- Income strategies you should consider
- How you can use annuities to guarantee income for life
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
Live Event — The Three Transitions to Retirement
Tuesday, May 20, 5:30pm - Corporate Center
Hosted & Presented by: Tom Binversie, VP Wealth Management, KCU Investment & Retirement Services
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.
You can attend this seminar at no cost and no obligation. Tom Binversie 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.
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
