Webinar: Rollover Planning

When Retiring or Starting a New Job, Understand the Options for Your Existing Retirement Savings. 

Presented by 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.

• Pros and cons of leaving your money in your previous company's plan
• Possible taxes or penalties you may face when moving money
• Options for moving it to your new company plan
• Rolling it over to a personal IRA

Join us virtually at this Webex webinar presented by Mike Wells, CFP^®, CLU^®, Regional Vice President, CUNA Mutual Group.  

TUESDAY, JUNE 29 at 7:00 p.m. MT (6:00 p.m. PT)  Register Now

SLFCU and MEMBERS Financial Services

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 financial professionals at 505.237.7330 or 505.237.3930, or send an email to membersfinancial@slfcu.org.

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. There are distinct differences between annuities and certificates of deposit. Most certificates of deposit are short-term investments. Some of the products featured in this workshop are annuities and are sold by prospectus. Annuities are long-term insurance products designed for retirement purposes.

Many registered annuities offer four main features: (1) a selection of investment options, (2) tax-deferred earnings accumulation, (3) guaranteed lifetime payout options, and (4) death benefit options. Before investing, you should consider the annuity’s investment objectives, risks, charges and expenses. The prospectus contains this and other information. Please read it carefully. To obtain a prospectus, contact your advisor, log onto membersproducts.com or call 888.888.3940.

*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. CBSI-3618063.1-0621-0723

**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.