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Educational Seminars

Three Transitions to Retirement: It’s about more than just the money

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 virtual seminar on this topic.

During this session, you’ll learn:

  • 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

When:  Wednesday, September 30, 2020, 6:30 p.m.  Reserve your virtual seat.

Where: The comfort of your home

Guest Speaker: Mike Wells, CFP®, CLU®

Hosted by:  James Armer, Investment Advisor Representative, james.armer@cunamutual.com, 505-342-8930

 

SPACE IS LIMITED.  REGISTER TODAY!


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-3013564.1-0320-0422                                                                                                      © 2020 CUNA Mutual Group
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