Seminar Series

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

Income For Life

August 6, 2024 at 6pm

You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?

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. Mike will answer your Retirement questions and help you understand:

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

RESERVE YOUR VIRTUAL SEAT

The Three Transitions to Retirement

August 20, 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. 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. Mike Mason from TruStage™ Annuities 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

September 9, 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.

Start finding answers at our Understanding Your Rollover Options Seminar at no cost or obligation to you. 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 option
How a rollover works
And more

RESERVE YOUR VIRTUAL SEAT

Rethinking Diversification

September 16, 2024 at 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.

Find out new ways of managing your investment risk with the Rethinking Diversification seminar. You can attend this seminar at no cost and without obligation.

This seminar is presented by Mike Mason from TruStage™. They’ll 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

RESERVE YOUR VIRTUAL SEAT

Mike Mason and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or [approved DBA Name].

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There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies. Investing involves risk including possible loss of principal.

TruStage^TM 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.