Events Details

Details:

Here’s an opportunity for you to get a clear understanding of your different options and how each one can affect your progress toward your retirement savings goals — at no cost and no obligation.

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.

Start finding answers at our Understanding Your Rollover Options seminar at no cost or obligation to you.

Details

Presented by Travis Stanley from TruStage™ Annuities.

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
• Pros and cons of each option
• How a Rollover works
• And more

Space is limited, so make your reservations today. Contact Wildfire Financial Group (WFG), located at Wildfire Credit Union, with any questions at 800-227-2328 ext. 8220 or 989-249-8220.

Reserve your virtual seat (Link to Zoom Registration).

Travis Stanley and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Wildfire Financial Group.

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.

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