VIRTUAL SEMINAR | Medicare
Tuesday, January 24th, 2023 | 5:30 pm - 6:30 pm
Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Here’s an opportunity to attend a valuable education seminar on this important topic at no cost and no obligation.
Presented & Hosted by Travis Stanley and Mike Mason from CUNA Mutual Group.
You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including:
- Medicare basics and the differences between Parts A, B, C, and D
- Tips for choosing your coverage and enrolling in Medicare
- How to consider health care costs when planning your retirement income
Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:
- The important rules of the road for receiving Social Security.
- How can conservative investments help you face today’s economic risks?
- What sources of income should you draw from and when?
- How to use annuities to guarantee income for life.
- How does behavioral finance affect investment decision-making?
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Date (2/7) |
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Date (2/21) |
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Date (3/7) |
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Date (3/22) |
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Space is limited, so make your reservations today. For questions about this virtual seminar, visit WESTconsininvestements.com to connect with an Advisor* near you.
*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. WESTconsin Credit Union and WESTconsin Investment Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using WESTconsin Investment Advisors and may also be employees of WESTconsin Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of WESTconsin Credit Union or WESTconsin Investment Advisors. 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
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outocmes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk, and may lose value.
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.
MGA-3216705.1-0820-0922 | © CUNA Mutual Group
Location:
Online
Wisconsin