Three Transitions to Retirement

February 27, 2024

Mature couple outside
Are you ready to retire? You might be prepared for the financial transition, but you’ll also experience lifestyle and emotional transitions.
We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement. Here’s an opportunity to attend a valuable educational seminar on this important topic at no cost and no obligation.

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
  • Whether you are ready for retirement

 
Location: Webinar
Date: Tuesday, February 27
Time: 6:00 PM
Presented by: Travis Stanley from TruStage
Register Now

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. Investing involves risk including possible loss of principal.


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