DATE: March 18, 2025
Start Time: 6:00 PM MT
LOCATION: Zoom (online event)
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. Attending the Understanding Medicare seminar is a great first step in this process. We’ll explore:
- Four major options for retirement plan balances when changing jobs or retiring
- Pros and cons of each option
- How a rollover works
- And more
Presented by, Mike Wells, CFP®, CLU®, Regional Vice-President at TruStage™.
Reserve your virtual seat NOW!
Mike Wells and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or MEMBERS Financial Services.
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. TruStage™ 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.
CMGA-858313.9-0323-1024 © TruStage
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. Sunward and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives or LPL offer products and services using MEMBERS Financial Services, and may also be employees of Sunward. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sunward or MEMBERS Financial 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 Deposit or Obligations | May Lose Value |
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