DATE: March 11, 2025
Start Time: 6:00 PM MT
LOCATION: Zoom (online event)
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.
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 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.
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.
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-5990973.1-1023-1125 © TruStage
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| 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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