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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.

Social Security & Your Retirement

April 8, 2024 at 6pm

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.

In this session, Mike Mason from TruStage™ Annuities 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

RESERVE YOUR VIRTUAL SEAT

Understanding Medicare

April 22, 2024 at 6pm

Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. 

In this session, Mike Mason from TruStage Annuities will answer your Medicare questions and help you understand:

  • Key differences between Medicare parts A, B, C and D
  • Tips for choosing your coverage
  • How to enroll in Medicare
  • How to plan your retirement income with health care costs in mind

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Income For Life

May 1, 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?

In this session, 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 topics like:

  • 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 Retirment

May 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.

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 

Understanding Your Rollover Options

June 5, 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 


Rethinking Diversification 

June 18, 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.

In this session, Mike Mason from TruStage™ will help you understand:

  • What is traditional portfolio diversification?
  • How has the investment landscape changes?
  • How can you achieve your goals with the least amount of risk?
  • How can new annuity options help you rethink diversification?

RESERVE YOUR VIRTUAL SEAT 


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 effect some of the strategies. Investing involves risk including possible loss of principal.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html  for more detailed information.

Thomas Binversie and John Frausto are Financial Advisors with, and 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

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.