Events

Back to Event list

Rollover Planning

May 10, 2022, 6:00 PM

Add to your calendar:

+ Outlook + ICal + Google Calendar

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? What are your options, and how can your decision impact your long-term retirement savings?

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.

Details

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).

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

Wildfire Financial Group professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/ SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-4424470.1-0322-0424