Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan. Attend as many virtual workshops as you like. You’ll get important information, including:
Upcoming workshops:
February
Seminar: Income for Life: Guaranteeing retirement income to last a lifetime
Date and Time: February 8, 2022, at 7:00 PM MST
Join us for a virtual session that can help you set your financial direction and answer more of your questions:
- What sources of retirement income will you rely on?
- What retirement risks do you face now that you’re drawing on their savings?
- Which income strategies should you consider?
- How can you use annuities to guarantee income for life?
March
Seminar: Rollover Planning
Date and Time: Tuesday, March 8 at 7:00 PM MST
When retiring or starting a new job, understand the options for your existing retirement savings. Often times when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.
In this session you will learn the answers to questions, including:
- Pros and Cons to leaving your money in the company plan
- Possible taxes or penalties we may face when moving money
- Options for moving it your new company plan
- Rolling it over to a personal IRA
Space is limited, so I urge you to make your reservations today. Give me a call at (505) 342-8930 or email me at James.Armer@cunamutual.com with any questions about the virtual workshops. I look forward to seeing you virtually.
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. 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.
MGA-3216705.1-0820-0922 © 2022 CUNA Mutual Group
