VIRTUAL SEMINAR | Get to know your rollover options
Monday, December 2nd, 2024 | 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? 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.
Understanding Your Rollover Options
6:00 PM CST on 12/02/2024 at ZOOM
Presented by Mike Mason
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:
Click here to reserve your spot (Link to registration)
Please don't hesitate to reach out at (800) 924-0022 or [email protected] with any questions about the seminar or other ways to help you feel more confident about your financial future.
I look forward to seeing you there. Have a great day!
Alex Burian
LPL Financial Advisor
WESTconsin Investment Advisors
Located at WESTconsin Credit Union
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial professional. 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-3487222.2-0823-0925 © TruStage
Start finding answers at our Understanding Your Rollover Options Seminar at no cost or obligation to you.
Understanding Your Rollover Options
6:00 PM CST on 12/02/2024 at ZOOM
Presented by Mike Mason
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
Click here to reserve your spot (Link to registration)
Please don't hesitate to reach out at (800) 924-0022 or [email protected] with any questions about the seminar or other ways to help you feel more confident about your financial future.
I look forward to seeing you there. Have a great day!
Alex Burian
LPL Financial Advisor
WESTconsin Investment Advisors
Located at WESTconsin Credit Union
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial professional. 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-3487222.2-0823-0925 © TruStage
Location:
Online
Wisconsin