Webinar: Three Transitions to Retirement 

It's About More Than Just the Money 

Presented by CUNA Mutual* and the MEMBERS Financial Services** Program located at SLFCU

The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. 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.  

During this webinar (presented via Webex), you’ll learn:

• How to confidently address the financial, lifestyle and emotional transitions to retirement
• How to guard against risks and manage those that are inevitable
• Whether you are ready for retirement 

Join us for this complimentary webinar presented by CUNA Mutual Group*:

WEDNESDAY, SEPTEMBER 30 at 6:30 p.m. MDT (5:30 p.m. PDT) Register now

SLFCU members can take advantage of personal financial management services through our collaboration with MEMBERS Financial Services** (a CUNA Brokerage Services Group). To make a no-cost, no-obligation appointment, contact their professional financial advisors at 505.237.3930 or 505.237.7330, or send an email to membersfinancial@slfcu.org.  

Representatives are not tax advisors or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific Social Security Administration benefits, please contact the SSA office in your area.

* 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.

** MEMBERS Financial Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.