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Our insightful seminars have the goal to teach you the tools and knowledge to help you reach lifelong financial well-being for yourself and your family. We offer exciting events throughout the year to provide our members with valuable financial knowledge and we hope you join us on the journey. Check back often to stay up to date on the newest events!
Understanding Your Rollover Options
September 3, 2024, 6:00 PM
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).
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, these entities and Travis Stanley are not affiliated with LPL Financial. 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. CMGA-3487222.2-0823-0925 © TruStage
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* Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wildfire Credit Union and Wildfire Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wildfire Financial Group, and may also be employees of Wildfire Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wildfire Credit Union or Wildfire Financial Group. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
Wildfire Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.