VIRTUAL SEMINAR | Rollover Planning
Wednesday, June 7th, 2023 | 6:00 pm - 7:00 pm
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.
Presented by, Mike Mason CRPC, NSSA, BFA, CSS from CUNA Mutual Group
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
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?
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
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Online
Tuesday, March 7th, 2023 | 6:00 pm - 7:00 pm
Wisconsin