Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement. Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

 

Three Transitions to Retirement

 

6:00 PM CST on May 24^th at ZOOM

 

You’ll find out more about the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions, including:

 

• How to confidently address the financial, lifestyle and emotional transitions to retirement
• How to guard against risks and manage those that are inevitable
• Whether you are ready for retirement

 

Reserve your virtual seat NOW (Link to registration)

You are welcome to bring a guest, but space is limited so please make your reservations today.

 

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.

 

 

This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and

investment needs, contact a financial advisor. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company,

a mutual insurance holding company, its subsidiaries and affiliates, these entities and Mike Mason are not affiliated with LPL

Financial. 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

and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies.

MEMBERS® is a registered trademark of CMFG Life. 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

 

CMGA-4751587.1-0522-0624                                                                                                                         © CUNA Mutual Group