Three Transitions to Retirement

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. Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation.

You’ll find out 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 are inevitable
• Whether you are ready for retirement

Presented by Mike Wells, CFP^®, CLU^® from CUNA Mutual Group.

Reserve your virtual seat NOW.

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 Mike Wells, CFP®, CLU® 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.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or tis licensed affiliates. Sandia Laboratory FCU and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives or LPL offer products and services using MEMBERS Financial Services, and may also be employees of Sandia Laboratory FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sandia Laboratory FCU or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

CMGA-4769383.1-0622-0724