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  • Fall 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.

Register to Attend

The Three Transitions to Retirement

Wednesday, March 18, 5:30-6:30pm - Mequon Branch

Hosted & Presented by: Tom Binversie, Financial Advisor, KCU Investment & Retirement Services

Transitioning to retirement goes well beyond building a solid financial plan. This seminar discusses the financial aspects along with the lifestyle and emotional changes that accompany this truly life-changing event.


Estate Planning Basics

Thursday, April 23, 5:30-6:30pm - Kohler Branch

Presented by: Joseph Voelkner, partner of Olsen, Kloet, Gunderson & Conway
Hosted by: Tom Binversie, Financial Advisor, KCU Investment & Retirement Services

Learn how having an estate plan is a critical part of a well-rounded financial plan. This seminar will review how a Durable General Power of Attorney and Health Care Power of Attorney could fit into your plan. Wills and trusts will also be discussed, as well as how they may affect the probate process. 


Understanding Medicare

Wednesday, May 13, 5:30-6:30pm - Kohler Branch

Hosted & Presented by: Tom Binversie, Financial Advisor, KCU Investment & Retirement Services

Planning for retirement is never easy; it’s more like running a marathon than a sprint. Today one key to “going the distance” is understanding the ins and outs of Medicare. Learn the basics of Medicare Parts A, B, C and D, receive tips on Medicare enrollment and understand the role you can play in helping consider health care costs as part of an overall retirement plan.


Social Security*

Wednesday, May 20, 5:30-6:30pm - Mequon Branch

Hosted & Presented by: Tom Binversie, Financial Advisor, KCU Investment & Retirement Services

Social Security continues to play a critical role in a retirement strategy. Is yours taking full advantage of what Social Security offers? Learn about the basics of Social Security, including when to start taking the benefits. Also, find out how working in retirement affects your Social Security Benefits.


 

*Representatives are not tax advisors or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific SSA benefits, please contact the SSA office in your area. KCU Investment & Retirement Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC Insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.  FR-2951034.1-0220-0322