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FINANCIAL PLANNING
Join us for upcoming financial workshops
We host a variety of virtual financial workshops throughout the year. We hope you can join us.
Retirement planning workshops for our members!
Enhance your retirement planning by joining us throughout the year for informative and complimentary financial workshops.
This workshop is conducted online over 
.
Understanding Your Rollover Options
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:
September 27
6:00 pm Alaska time (7:00 pm Pacific)
Presented by, Mike Wells CFP®, CLU® from CUNA Mutual Group
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each option
- How a Rollover works
- And more
You are welcome to bring a guest, but space is limited so please make your reservations today.
We look forward to seeing you there!
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. 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.
October 25
6:00 pm Alaska time (7:00 pm Pacific)
- 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
November 15
4:00 pm Alaska time (5:00 pm Pacific)
- What are the rules for starting your Social Security benefits
- How do spouses coordinate their benefits
- Are there different routes to take that could potentially increase your benefits
- How do you decide where Social Security fits within your retirement plans
401(k) Rollover to IRA: What You Need to Know
One thing that many people forget when they change jobs is their 401(k). Should you roll over your 401(k) to an IRA? Here's what you need to know.
What to Do With an Inheritance
Receive an inheritance? Here are the dos and don’ts.
5 Reasons Why Everyone Needs a Financial Plan
Here’s why everyone, regardless of age or wealth, needs a financial plan.
Here when you need us
Our financial professionals are here to help. Get in touch with a member of our team for a complimentary, no-obligation consultation.
Check the background of our investment professionals on FINRA's BrokerCheck.
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Not Credit Union Deposits or Obligations |
May Lose Value |
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