Nov 18, 2025
You’ll learn more about the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions, including:
- How to confidently address the financial, lifestyle, and emotional transitions to retirement
- How to guard against risks and manage those that inevitable
- Gauge you are ready for retirement
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.
The purchase of certain securities may be required to effect some of the strategies.
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