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  • Retirement Seminar
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Seminar Series

Join us for our series of investment and retirement seminars. Events are complimentary and open to the public. Reservations are needed.

The Three Transitions to Retirement

November 12, 2024 at 6pm

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.

In this session Mike Mason 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.

RESERVE YOUR VIRTUAL SEAT 


Rollover Planning

December 2, 2024 at 6pm

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.

In this session you will learn the answers to questions, including:

  • Four major options for retirement plan balances when changing jobs
  • Pros and cons of each option
  • How a Rollover works
  • And More

RESERVE YOUR VIRTUAL SEAT 


Women and Investing

December 17, 2024 at 6pm

There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement?

In this session you will learn the answers to questions, including:

  • Key investment principles every woman should know
  • Important opportunities like asset allocation
  • Understanding investor behavior
  • Differences between financial products like mutual funds and annuities

RESERVE YOUR VIRTUAL SEAT 


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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Kohler Credit Union and KCU Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using KCU Investment & Retirement Services, and may also be employees of Kohler Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kohler Credit Union or KCU Investment & Retirement Services.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA
or Any Other Government Agency
Not Credit Union Guaranteed Not Credit Union
Deposits or Obligations
May Lose Value

 

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